2023 Form 5500 filing — Groton School 403(B) Defined Contribution 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 20240806094807NAL0001288355001) for Groton School 403(B) Defined Contribution Retirement Plan, reported by Groton School under EIN 04-2104265 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806094807NAL0001288355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Groton School
- EIN
- 04-2104265
- Plan number
- 001
- Location
- Groton, MA
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,303,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,303,314
- Employer contributions
- $1,141,761
- Participant contributions
- $1,427,692
- Total income / additions
- $13,142,228
- Benefits paid
- $4,587,734
- Administrative expenses
- $66,629
- Total expenses
- $4,654,363
- Net increase / (decrease)
- $8,487,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $48,223 | $0 |
| Fiducient Advisors, LLC | NONE | $16,250 | not reported in the loaded dataset |