2023 Form 5500 filing — Rivermead 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 20240813143913NAL0010669505001) for Rivermead 403(B) Plan, reported by Peterborough Retirement Community At Upland Farm, Inc. under EIN 02-0446675 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813143913NAL0010669505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterborough Retirement Community At Upland Farm, Inc.
- EIN
- 02-0446675
- Plan number
- 001
- Location
- Peterborough, NH
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,072,574
- Total liabilities (EOY)
- $624
- Net assets (EOY)
- $8,071,950
- Employer contributions
- $323,359
- Participant contributions
- $656,632
- Total income / additions
- $2,173,383
- Benefits paid
- $869,391
- Administrative expenses
- $45,701
- Total expenses
- $916,750
- Net increase / (decrease)
- $1,256,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $24,241 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $19,813 | not reported in the loaded dataset |