2023 Form 5500 filing — University Club Of Boston 401(K) 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 20240826155811NAL0019767186001) for University Club Of Boston 401(K) Plan, reported by University Club Of Boston under EIN 04-1926770 and plan number 002. It reports 76 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,785,633
Participants76
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826155811NAL0019767186001
Plan sponsor
University Club Of Boston
EIN
04-1926770
Plan number
002
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$341K
Benefits paid / distributions$340.2K
Contributions
Employer$126.4K
Participant$280.5K
Full reported line items
Total assets (EOY)
$4,785,633
Total liabilities (EOY)
$0
Net assets (EOY)
$4,785,633
Employer contributions
$126,386
Participant contributions
$280,530
Total income / additions
$1,144,560
Benefits paid
$340,229
Administrative expenses
$769
Total expenses
$340,998
Net increase / (decrease)
$803,562

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826155811NAL0019767186001 cover?
It is the 2023 Form 5500 filing for University Club Of Boston 401(K) Plan, reported by University Club Of Boston (EIN 04-1926770).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages