2023 Form 5500 filing — Hampton Roads Educational Telecommunications Association, Inc. 403(B) 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 20250307100345NAL0007146275001) for Hampton Roads Educational Telecommunications Association, Inc. 403(B) Retirement Plan, reported by Hampton Roads Educational Telecommunications Assoc., Inc. under EIN 54-0843118 and plan number 002. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307100345NAL0007146275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hampton Roads Educational Telecommunications Assoc., Inc.
- EIN
- 54-0843118
- Plan number
- 002
- Location
- Norfolk, VA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,606,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,606,070
- Employer contributions
- $291,673
- Participant contributions
- $551,529
- Total income / additions
- $2,625,641
- Benefits paid
- $399,181
- Administrative expenses
- $8,975
- Total expenses
- $408,156
- Net increase / (decrease)
- $2,217,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,541 | $0 |
| Admin Partners LLC | CONTRACT ADMIN | $645 | $4,253 |