2023 Form 5500 filing — The Pingree School, Inc. 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 20240917171213NAL0004484096001) for The Pingree School, Inc. 401(K) Plan, reported by The Pingree School, Inc. under EIN 04-2279977 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917171213NAL0004484096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pingree School, Inc.
- EIN
- 04-2279977
- Plan number
- 002
- Location
- South Hamilton, MA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,260,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,260,797
- Employer contributions
- $686,259
- Participant contributions
- $733,319
- Total income / additions
- $4,259,080
- Benefits paid
- $473,658
- Administrative expenses
- $65,602
- Total expenses
- $539,260
- Net increase / (decrease)
- $3,719,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc | RIA* | $8,189 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $200 | $0 |