2023 Form 5500 filing — Schools For Children, Inc. 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 20240724142351NAL0013143553001) for Schools For Children, Inc. 403(B) Retirement Plan, reported by Schools For Children, Inc. under EIN 04-2730069 and plan number 001. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724142351NAL0013143553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schools For Children, Inc.
- EIN
- 04-2730069
- Plan number
- 001
- Location
- Winchester, MA
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,044,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,044,594
- Employer contributions
- $498,918
- Participant contributions
- $699,364
- Total income / additions
- $4,532,838
- Benefits paid
- $1,786,593
- Administrative expenses
- $56,331
- Total expenses
- $1,842,924
- Net increase / (decrease)
- $2,689,914
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $50,928 | $0 |
| Morgan Stanley Smith Banrey | NONE | $0 | $26,653 |
| The Angell Pension Group, Inc. | NONE | $5,403 | not reported in the loaded dataset |