2023 Form 5500 filing — Total Action Against Poverty In Roanoke Valley, Inc. Retirement And 401(K) 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 20241015162124NAL0015070051001) for Total Action Against Poverty In Roanoke Valley, Inc. Retirement And 401(K) Savings Plan, reported by Total Action Against Poverty In Roanoke Valley, Inc. under EIN 54-6057095 and plan number 002. It reports 506 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)$5.5MReported net assets$5,507,353

Participants506

Provider compensation$70.9K2 Schedule C row(s)$70,932

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015162124NAL0015070051001
Plan sponsor: Total Action Against Poverty In Roanoke Valley, Inc.
EIN: 54-6057095
Plan number: 002
Location: Roanoke, 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)$5.5M total assets

Net assets$5.5MLiabilities$0

Money in vs. money out

Total income / additions$1.5M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$450.1K

Participant$304.1K

Full reported line items

Total assets (EOY): $5,507,353
Total liabilities (EOY): $0
Net assets (EOY): $5,507,353
Employer contributions: $450,072
Participant contributions: $304,129
Total income / additions: $1,477,729
Benefits paid: $1,065,733
Administrative expenses: $76,529
Total expenses: $1,142,262
Net increase / (decrease): $335,467

Schedule C

Reported service provider compensation

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

1
Empower Annuity Ins Co Of America$57.9K
RECORDKEEPER · Direct $57.9K · Indirect $0
2
Wilbanks Smith & Thomas Asset Manag$13K
INVESTMENT ADVISOR · Direct $13K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015162124NAL0015070051001 cover?: It is the 2023 Form 5500 filing for Total Action Against Poverty In Roanoke Valley, Inc. Retirement And 401(K) Savings Plan, reported by Total Action Against Poverty In Roanoke Valley, Inc. (EIN 54-6057095).
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).