2023 Form 5500 filing — Ret Plan Of The Norwich Free Academy Staff In Pentegra Ret Trust
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 20250414083657NAL0000678515001) for Ret Plan Of The Norwich Free Academy Staff In Pentegra Ret Trust, reported by The Norwich Free Academy under EIN 06-0762783 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414083657NAL0000678515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Norwich Free Academy
- EIN
- 06-0762783
- Plan number
- 001
- Location
- Norwich, CT
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,006,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,006,163
- Total income / additions
- $1,268,848
- Benefits paid
- $549,576
- Administrative expenses
- $40,189
- Total expenses
- $589,765
- Net increase / (decrease)
- $679,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Retirement Services | TRUSTEE | $40,189 | not reported in the loaded dataset |