Rba 401(K) Plan — Form 5500 plan (The Roger Bacon Academy)
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, Rba 401(K) Plan is a benefit plan reported by The Roger Bacon Academy under EIN 56-2132157 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $9,189,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Roger Bacon Academy
- EIN
- 56-2132157
- Plan number
- 001
- Plan type
- 2
- Location
- Leland, NC
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $9,189,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20240917113733NAL0002732001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,189,992
- Total liabilities (EOY)
- $8,562
- Net assets (EOY)
- $9,181,430
- Net assets (BOY)
- $7,065,525
Income & contributions
- Employer contributions
- $432,323
- Participant contributions
- $898,222
- Total contributions
- $1,350,803
- Total income / additions
- $2,651,715
Expenses & distributions
- Benefits paid
- $472,722
- Administrative expenses
- $54,554
- Total expenses
- $535,810
- Net increase / (decrease)
- $2,115,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $29,381 | $0 | 2023 |
| Creative Planning, LLC | NONE | $25,173 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $0 | $5,000 | 2023 |