Original filing (PDF)20240711113027NAL0032797394001

Virginia Repertory Theatre

Name: Virginia Repertory Theatre — Virginia Repertory, Form 5500 (2023)
Creator: Virginia Repertory Theatre
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Virginia Repertory Theatre 403(b) Plan

403(b) retirement plan · Virginia Repertory Theatre's Virginia Repertory Theatre 403(b) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

LISA Kotula signed Virginia Repertory Theatre's 2023 Form 5500 as plan administrator.

LISA Kotula — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Virginia Repertory Theatre's EIN is 51-0159357.

EIN 51-0159357

Plan number 110

Plan year 2023

ACK ID 20240711113027NAL0032797394001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Virginia Repertory Theatre from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Virginia Repertory Theatre's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VIRGINIA REPERTORY THEATRE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

VIRGINIA REPERTORY THEATRE

EIN

all filings

Address

4204 HERMITAGE RD · RICHMOND, VA · 23227

Phone

(804) 783-1688

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

110

Plan year

2023

Plan year begin

2023-07-01

Tax period

2023-12-19

Filed

2024-07-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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