Hampton Roads Educational Telecommunications Association, Inc. 403(B) Retirement Plan — Form 5500 plan (Hampton Roads Educational Telecommunications Assoc., Inc.)

Plain-English plan 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, Hampton Roads Educational Telecommunications Association, Inc. 403(B) Retirement Plan is a benefit plan reported by Hampton Roads Educational Telecommunications Assoc., Inc. under EIN 54-0843118 and plan number 002. The latest loaded filing year is 2023. The filing reports 192 participants and $14,606,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hampton Roads Educational Telecommunications Assoc., Inc.
EIN
54-0843118
Plan number
002
Plan type
2
Location
Norfolk, VA
Latest filing year
2023
Participants
192
End-of-year plan assets
$14,606,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20250307100345NAL0007146275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,606,070
Total liabilities (EOY)
$0
Net assets (EOY)
$14,606,070
Net assets (BOY)
$12,388,585

Income & contributions

Employer contributions
$291,673
Participant contributions
$551,529
Total contributions
$895,412
Total income / additions
$2,625,641

Expenses & distributions

Benefits paid
$399,181
Administrative expenses
$8,975
Total expenses
$408,156
Net increase / (decrease)
$2,217,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$23,541$02023
Admin Partners LLCCONTRACT ADMIN$645$4,2532023

Related Form 5500 pages