2023 Form 5500 filing — Retirement Trust Of Middle District Chapter 13 Offices (Greensboro)

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 20240927125719NAL0003793648001) for Retirement Trust Of Middle District Chapter 13 Offices (Greensboro), reported by Anita Jo Kinlaw Troxler, Chapter 13 under EIN 56-1138910 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,831,704
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927125719NAL0003793648001
Plan sponsor
Anita Jo Kinlaw Troxler, Chapter 13
EIN
56-1138910
Plan number
001
Location
Greensboro, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$626.9K
Total expenses$664.4K
Benefits paid / distributions$664.3K
Contributions
Employer$67.5K
Participant$0
Full reported line items
Total assets (EOY)
$3,831,704
Total liabilities (EOY)
$0
Net assets (EOY)
$3,831,704
Employer contributions
$67,508
Participant contributions
$0
Total income / additions
$626,875
Benefits paid
$664,293
Administrative expenses
$75
Total expenses
$664,368
Net increase / (decrease)
-$37,493

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927125719NAL0003793648001 cover?
It is the 2023 Form 5500 filing for Retirement Trust Of Middle District Chapter 13 Offices (Greensboro), reported by Anita Jo Kinlaw Troxler, Chapter 13 (EIN 56-1138910).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages