2023 Form 5500 filing — Cape Henry Collegiate 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 20250213071725NAL0021859313001) for Cape Henry Collegiate Retirement Plan, reported by Cape Henry Collegiate School under EIN 54-0793766 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213071725NAL0021859313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cape Henry Collegiate School
- EIN
- 54-0793766
- Plan number
- 001
- Location
- Virginia Beach, VA
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,321,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,321,970
- Employer contributions
- $729,817
- Participant contributions
- $706,841
- Total income / additions
- $6,102,332
- Benefits paid
- $1,841,792
- Administrative expenses
- $54,583
- Total expenses
- $1,896,375
- Net increase / (decrease)
- $4,205,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | INSURANCE SERVICES | $28,432 | $0 |
| Charles W. Snader, P.C. | AUDITOR | $14,773 | not reported in the loaded dataset |
| Millennium Advisory Services, Inc. | ADVISOR | $11,828 | not reported in the loaded dataset |