What is the most recent Form 5500 filing year for Retirement Trust Of Middle District Chapter 13 Offices (Greensboro)?

The latest Form 5500 filing year loaded for Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) is 2023.

What are the reported plan assets for Retirement Trust Of Middle District Chapter 13 Offices (Greensboro)?

Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) reports $3,831,704 in end-of-year plan assets in its latest loaded Form 5500 filing.

Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) — Form 5500 plan (Anita Jo Kinlaw Troxler, Chapter 13)

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, Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) is a benefit plan reported by Anita Jo Kinlaw Troxler, Chapter 13 under EIN 56-1138910 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $3,831,704 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.8MPlan net assets, end of year$3,831,704

Participants14Covered participants reported

Assets / participant$273.7KComputed: assets ÷ participants$273,693 (computed)

Provider compensationNone reported

Plan sponsor: Anita Jo Kinlaw Troxler, Chapter 13
EIN: 56-1138910
Plan number: 001
Plan type: 2
Location: Greensboro, NC
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
14 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.8M total assets

Net assets$3.8MLiabilities$0

Money in vs. money out

Total income / additions$626.9K

Total expenses$664.4K

Benefits paid / distributions$664.3K

Contributions

Employer$67.5K

Participant$0

Full reported line items

Net assets

Total assets (EOY): $3,831,704
Total liabilities (EOY): $0
Net assets (EOY): $3,831,704
Net assets (BOY): $3,869,197

Income & contributions

Employer contributions: $67,508
Participant contributions: $0
Total income / additions: $626,875

Expenses & distributions

Benefits paid: $664,293
Administrative expenses: $75
Total expenses: $664,368
Net increase / (decrease): -$37,493

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

100%

Employer 100%Participant 0%

Total expenses ÷ net assets17%Computed ratio

Benefits paid ÷ total income106%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Retirement Trust Of Middle District Chapter 13 Offices (Greensboro)?: Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) is reported as sponsored by Anita Jo Kinlaw Troxler, Chapter 13 (EIN 56-1138910, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Retirement Trust Of Middle District Chapter 13 Offices (Greensboro)?: The latest Form 5500 filing year loaded for Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) is 2023.
How many participants does Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) report?: Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) reports 14 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Retirement Trust Of Middle District Chapter 13 Offices (Greensboro)?: Retirement Trust Of Middle District Chapter 13 Offices (Greensboro) reports $3,831,704 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.