2023 Form 5500 filing — Ursuline Academy Dedham 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 20240513130431NAL0032014003001) for Ursuline Academy Dedham 401(K) Plan, reported by Ursuline Academy Dedham, Inc. under EIN 04-2121654 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,299,086
Participants113
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240513130431NAL0032014003001
Plan sponsor
Ursuline Academy Dedham, Inc.
EIN
04-2121654
Plan number
001
Location
Dedham, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$627.9K
Benefits paid / distributions$603.5K
Contributions
Employer$278.4K
Participant$484.6K
Full reported line items
Total assets (EOY)
$6,299,086
Total liabilities (EOY)
$0
Net assets (EOY)
$6,299,086
Employer contributions
$278,426
Participant contributions
$484,632
Total income / additions
$1,697,164
Benefits paid
$603,469
Administrative expenses
$24,460
Total expenses
$627,929
Net increase / (decrease)
$1,069,235

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240513130431NAL0032014003001 cover?
It is the 2023 Form 5500 filing for Ursuline Academy Dedham 401(K) Plan, reported by Ursuline Academy Dedham, Inc. (EIN 04-2121654).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages