2023 Form 5500 filing — Virginia Episcopal School Defined Contribution Retirement Plan

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 20241009135913NAL0018490001001) for Virginia Episcopal School Defined Contribution Retirement Plan, reported by Virginia Episcopal School under EIN 54-0506431 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.7MReported net assets$14,652,337
Participants214
Provider compensation$12.9K2 Schedule C row(s)$12,950
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009135913NAL0018490001001
Plan sponsor
Virginia Episcopal School
EIN
54-0506431
Plan number
001
Location
Lynchburg, VA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$430.7K
Benefits paid / distributions$389.5K
Contributions
Employer$381.3K
Participant$388.4K
Full reported line items
Total assets (EOY)
$14,652,337
Total liabilities (EOY)
$0
Net assets (EOY)
$14,652,337
Employer contributions
$381,319
Participant contributions
$388,418
Total income / additions
$3,011,711
Benefits paid
$389,501
Administrative expenses
$13,174
Total expenses
$430,709
Net increase / (decrease)
$2,581,002
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$8.9K
    RECORDKEEPER · Direct $8.9K · Indirect $0
  2. 2
    ADVISOR · Direct $4.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009135913NAL0018490001001 cover?
It is the 2023 Form 5500 filing for Virginia Episcopal School Defined Contribution Retirement Plan, reported by Virginia Episcopal School (EIN 54-0506431).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages