2023 Form 5500 filing — Norfolk Academy Pre-Tax Savings And Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241121122809NAL0000613569001) for Norfolk Academy Pre-Tax Savings And Retirement Plan, reported by Norfolk Academy under EIN 54-0551901 and plan number 002. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121122809NAL0000613569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norfolk Academy
- EIN
- 54-0551901
- Plan number
- 002
- Location
- Norfolk, VA
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,728,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,728,684
- Employer contributions
- $1,386,393
- Participant contributions
- $1,504,709
- Total income / additions
- $10,691,835
- Benefits paid
- $3,722,830
- Administrative expenses
- $47,530
- Total expenses
- $3,770,360
- Net increase / (decrease)
- $6,921,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $49,441 | $0 |
| Admin Partners, LLC | ADMINISTRATIVE SERVICES | $2,179 | not reported in the loaded dataset |