2023 Form 5500 filing — Clara Martin Center 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 20240812144634NAL0009577105001) for Clara Martin Center 403(B) Plan, reported by Clara Martin Center under EIN 03-0220733 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.8MReported net assets$5,844,907
Participants235
Provider compensation$10.7K4 Schedule C row(s)$10,677
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240812144634NAL0009577105001
- Plan sponsor
- Clara Martin Center
- EIN
- 03-0220733
- Plan number
- 001
- Location
- Randolph, VT
- Received date
- not reported in the loaded dataset
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,844,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,844,907
- Employer contributions
- $178,234
- Participant contributions
- $472,237
- Total income / additions
- $1,641,490
- Benefits paid
- $742,624
- Administrative expenses
- $1,504
- Total expenses
- $744,128
- Net increase / (decrease)
- $897,362
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | OTHER SERVICES | $0 | $9,173 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,504 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |