2023 Form 5500 filing — Loring, Wolcott & Coolidge Retirement Savings 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 20240910141122NAL0003552211001) for Loring, Wolcott & Coolidge Retirement Savings Plan, reported by Loring, Wolcott & Coolidge Trust, LLC under EIN 27-3396508 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910141122NAL0003552211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loring, Wolcott & Coolidge Trust, LLC
- EIN
- 27-3396508
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,066,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,066,704
- Employer contributions
- $642,697
- Participant contributions
- $1,289,550
- Total income / additions
- $9,703,545
- Benefits paid
- $1,942,835
- Administrative expenses
- $638
- Total expenses
- $1,943,473
- Net increase / (decrease)
- $7,760,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $21,596 |
| Fidelity Investments Institutional | RECORDKEEPER | $638 | $0 |