Sylvia F. Brown, Chapter 13 Retirement Plan — Form 5500 plan (Sylvia F. Brown, Chapter 13 Trustee)

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, Sylvia F. Brown, Chapter 13 Retirement Plan is a benefit plan reported by Sylvia F. Brown, Chapter 13 Trustee under EIN 75-3241439 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $8,392,313 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.4MPlan net assets, end of year$8,392,313
Participants34Covered participants reported
Assets / participant$246.8KComputed: assets ÷ participants$246,833 (computed)
Provider compensationNone reported
Plan sponsor
Sylvia F. Brown, Chapter 13 Trustee
EIN
75-3241439
Plan number
001
Plan type
2
Location
Memphis, TN
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.

  1. 2023
    34 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)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$766.6K
Benefits paid / distributions$729K
Contributions
Employer$289K
Participant$52.9K
Full reported line items

Net assets

Total assets (EOY)
$8,392,313
Total liabilities (EOY)
$0
Net assets (EOY)
$8,392,313
Net assets (BOY)
$7,154,277

Income & contributions

Employer contributions
$288,969
Participant contributions
$52,902
Total income / additions
$2,004,616

Expenses & distributions

Benefits paid
$729,035
Administrative expenses
$37,545
Total expenses
$766,580
Net increase / (decrease)
$1,238,036
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)
Employer 85%Participant 15%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income36%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 Sylvia F. Brown, Chapter 13 Retirement Plan?
Sylvia F. Brown, Chapter 13 Retirement Plan is reported as sponsored by Sylvia F. Brown, Chapter 13 Trustee (EIN 75-3241439, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sylvia F. Brown, Chapter 13 Retirement Plan?
The latest Form 5500 filing year loaded for Sylvia F. Brown, Chapter 13 Retirement Plan is 2023.
How many participants does Sylvia F. Brown, Chapter 13 Retirement Plan report?
Sylvia F. Brown, Chapter 13 Retirement Plan reports 34 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sylvia F. Brown, Chapter 13 Retirement Plan?
Sylvia F. Brown, Chapter 13 Retirement Plan reports $8,392,313 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.

Related Form 5500 pages