2023 Form 5500 filing — North Carolina Virtual Academy 401(K) 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 20250414161122NAL0000900483001) for North Carolina Virtual Academy 401(K) Plan, reported by North Carolina Learns, Inc. under EIN 47-4549510 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414161122NAL0000900483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Carolina Learns, Inc.
- EIN
- 47-4549510
- Plan number
- 001
- Location
- Durham, NC
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,912,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,912,598
- Employer contributions
- $133,130
- Participant contributions
- $381,047
- Total income / additions
- $968,473
- Benefits paid
- $113,214
- Administrative expenses
- $823
- Total expenses
- $114,037
- Net increase / (decrease)
- $854,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retire Plan Serv | RECORDKEEPER | $503 | $0 |
| Trinity Pension Group, LLC | ADMINISTRATOR | $320 | $0 |