2023 Form 5500 filing — Boston Ballet 403(B) Retirement 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 20240718151720NAL0003290195001) for Boston Ballet 403(B) Retirement Plan, reported by Boston Ballet under EIN 04-2312734 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.5MReported net assets$14,492,193
Participants355
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240718151720NAL0003290195001
Plan sponsor
Boston Ballet
EIN
04-2312734
Plan number
001
Location
Boston, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$14.5M total assets
Net assets$14.5MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$314.5K
Participant$737.6K
Full reported line items
Total assets (EOY)
$14,492,193
Total liabilities (EOY)
$0
Net assets (EOY)
$14,492,193
Employer contributions
$314,491
Participant contributions
$737,603
Total income / additions
$3,351,977
Benefits paid
$1,317,901
Administrative expenses
$4,568
Total expenses
$1,322,469
Net increase / (decrease)
$2,029,508

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718151720NAL0003290195001 cover?
It is the 2023 Form 5500 filing for Boston Ballet 403(B) Retirement Plan, reported by Boston Ballet (EIN 04-2312734).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages