Cape Henry Collegiate Retirement Plan — Form 5500 plan (Cape Henry Collegiate School)
Plain-English plan 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, Cape Henry Collegiate Retirement Plan is a benefit plan reported by Cape Henry Collegiate School under EIN 54-0793766 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $30,321,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cape Henry Collegiate School
- EIN
- 54-0793766
- Plan number
- 001
- Plan type
- 2
- Location
- Virginia Beach, VA
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $30,321,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20250213071725NAL0021859313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,321,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,321,970
- Net assets (BOY)
- $26,116,013
Income & contributions
- Employer contributions
- $729,817
- Participant contributions
- $706,841
- Total contributions
- $1,437,417
- Total income / additions
- $6,102,332
Expenses & distributions
- Benefits paid
- $1,841,792
- Administrative expenses
- $54,583
- Total expenses
- $1,896,375
- Net increase / (decrease)
- $4,205,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | INSURANCE SERVICES | $28,432 | $0 | 2023 |
| Charles W. Snader, P.C. | AUDITOR | $14,773 | not reported in the loaded dataset | 2023 |
| Millennium Advisory Services, Inc. | ADVISOR | $11,828 | not reported in the loaded dataset | 2023 |