2023 Form 5500 filing — Richard Winn Academy Profit-Sharing 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 20250129085617NAL0009115875001) for Richard Winn Academy Profit-Sharing Plan, reported by Richard Winn Academy under EIN 57-0479330 and plan number 002. It reports 60 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$953.4KReported net assets$953,357
Participants60
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250129085617NAL0009115875001
Plan sponsor
Richard Winn Academy
EIN
57-0479330
Plan number
002
Location
Winnsboro, SC
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)$955.1K total assets
Net assets$953.4KLiabilities$1.8K
Money in vs. money out
Total income / additions$152.7K
Total expenses$10.3K
Benefits paid / distributions$5.7K
Contributions
EmployerNot reported
Participant$31.4K
Full reported line items
Total assets (EOY)
$955,122
Total liabilities (EOY)
$1,765
Net assets (EOY)
$953,357
Participant contributions
$31,438
Total income / additions
$152,743
Benefits paid
$5,653
Administrative expenses
$4,668
Total expenses
$10,321
Net increase / (decrease)
$142,422

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250129085617NAL0009115875001 cover?
It is the 2023 Form 5500 filing for Richard Winn Academy Profit-Sharing Plan, reported by Richard Winn Academy (EIN 57-0479330).
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