2023 Form 5500 filing — Robert F. Kennedy Community Alliance 403(B) 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 20240730161344NAL0021164593002) for Robert F. Kennedy Community Alliance 403(B) Plan, reported by Robert F. Kennedy Community Alliance, Inc. under EIN 04-2103834 and plan number 001. It reports 630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730161344NAL0021164593002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert F. Kennedy Community Alliance, Inc.
- EIN
- 04-2103834
- Plan number
- 001
- Location
- Lancaster, MA
- Participants
- 630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,231,726
- Net assets (EOY)
- $25,231,726
- Employer contributions
- $675,169
- Participant contributions
- $1,202,378
- Total income / additions
- $5,408,729
- Benefits paid
- $1,781,645
- Administrative expenses
- $67,270
- Total expenses
- $1,848,915
- Net increase / (decrease)
- $3,559,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORD KEEPER, CUSTODIAN | $34,247 | not reported in the loaded dataset |
| Aegis Retirement Partners | TPA, FIDUCIARY ADVISOR | $33,573 | not reported in the loaded dataset |