Plan5500

Tiaa-Cref Retirement Plan For Employees Of Franklin Road Academy — Form 5500 plan (Franklin Road 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, Tiaa-Cref Retirement Plan For Employees Of Franklin Road Academy is a benefit plan reported by Franklin Road Academy under EIN 62-1138075 and plan number 002. The latest loaded filing year is 2023. The filing reports 417 participants and $23,819,633 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.8MPlan net assets, end of year$23,819,633
Participants417Covered participants reported
Assets / participant$57.1KComputed: assets ÷ participants$57,121 (computed)
Provider compensation$13.3K1 Schedule C provider row(s)$13,290
Plan sponsor
Franklin Road Academy
EIN
62-1138075
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    417 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.8M total assets
Net assets$23.8MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$869.5K
Benefits paid / distributions$856.6K
Contributions
Employer$595.4K
Participant$781K
Full reported line items

Net assets

Total assets (EOY)
$23,819,633
Total liabilities (EOY)
$0
Net assets (EOY)
$23,819,633
Net assets (BOY)
$20,114,011

Income & contributions

Employer contributions
$595,418
Participant contributions
$781,007
Total contributions
$1,409,750
Total income / additions
$4,574,514

Expenses & distributions

Benefits paid
$856,569
Administrative expenses
$12,940
Total expenses
$869,509
Net increase / (decrease)
$3,705,005
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Teachers Insurance & Annuity Assoc$13.3K
    NONE · Direct $13.3K · Indirect $0

Related Form 5500 pages