2023 Form 5500 filing — Page Associates, Inc. Employees Savings 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 20241009153642NAL0038325314001) for Page Associates, Inc. Employees Savings Plan, reported by Page Associates, Inc. under EIN 54-1085794 and plan number 001. It reports 559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$43.8MReported net assets$43,762,646

Participants559

Provider compensation$159.5K2 Schedule C row(s)$159,541

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009153642NAL0038325314001
Plan sponsor: Page Associates, Inc.
EIN: 54-1085794
Plan number: 001
Location: Richmond, 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)$43.8M total assets

Net assets$43.8MLiabilities$0

Money in vs. money out

Total income / additions$10.5M

Total expenses$3M

Benefits paid / distributions$2.9M

Contributions

Employer$664.9K

Participant$2.9M

Full reported line items

Total assets (EOY): $43,762,646
Total liabilities (EOY): $0
Net assets (EOY): $43,762,646
Employer contributions: $664,895
Participant contributions: $2,880,989
Total income / additions: $10,503,792
Benefits paid: $2,880,204
Administrative expenses: $159,541
Total expenses: $3,042,112
Net increase / (decrease): $7,461,680

Schedule C

Reported service provider compensation

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

1
Capfinancial Partners LLC$118.9K
INVESTMENT ADVISOR · Direct $118.9K
2
Fidelity Investments Institutional$40.7K
RECORDKEEPER · Direct $40.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009153642NAL0038325314001 cover?: It is the 2023 Form 5500 filing for Page Associates, Inc. Employees Savings Plan, reported by Page Associates, Inc. (EIN 54-1085794).
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).