2023 Form 5500 filing — Barry Robinson Center Matching Tax Deferred Annuity 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 20250410155628NAL0035877104001) for Barry Robinson Center Matching Tax Deferred Annuity Plan, reported by Barry Robinson Center under EIN 54-1038721 and plan number 002. It reports 374 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)$5.7MReported net assets$5,698,058
Participants374
Provider compensation$39K3 Schedule C row(s)$39,041
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250410155628NAL0035877104001
Plan sponsor
Barry Robinson Center
EIN
54-1038721
Plan number
002
Location
Norfolk, 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)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$970.5K
Benefits paid / distributions$931.5K
Contributions
Employer$233.8K
Participant$628.4K
Full reported line items
Total assets (EOY)
$5,698,058
Total liabilities (EOY)
$0
Net assets (EOY)
$5,698,058
Employer contributions
$233,848
Participant contributions
$628,404
Total income / additions
$1,459,304
Benefits paid
$931,502
Administrative expenses
$39,041
Total expenses
$970,543
Net increase / (decrease)
$488,761
Schedule C

Reported service provider compensation

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

  1. 1
    Trustage$24.9K
    RECORDKEEPER · Direct $24.9K
  2. 2
    FINANCIAL ADVISOR · Direct $9.1K
  3. 3
    THIRD PARTY ADMINISTRATO · Direct $5.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250410155628NAL0035877104001 cover?
It is the 2023 Form 5500 filing for Barry Robinson Center Matching Tax Deferred Annuity Plan, reported by Barry Robinson Center (EIN 54-1038721).
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).

Related Form 5500 pages