2023 Form 5500 filing — Roanoke College 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 20241015135926NAL0029880273001) for Roanoke College Defined Contribution Retirement Plan, reported by Roanoke College under EIN 54-0505945 and plan number 001. It reports 1,151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135926NAL0029880273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roanoke College
- EIN
- 54-0505945
- Plan number
- 001
- Location
- Salem, VA
- Participants
- 1,151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,649,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,649,996
- Employer contributions
- $882,278
- Participant contributions
- $1,471,640
- Total income / additions
- $21,405,940
- Benefits paid
- $8,808,766
- Administrative expenses
- $62,075
- Total expenses
- $8,852,908
- Net increase / (decrease)
- $12,553,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $61,046 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $1,704 | $0 |