2023 Form 5500 filing — Brimmer And May School Retirement 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 20240918131128NAL0004364145001) for Brimmer And May School Retirement Plan, reported by Brimmer And May School under EIN 04-2103935 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918131128NAL0004364145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brimmer And May School
- EIN
- 04-2103935
- Plan number
- 001
- Location
- Chestnut Hill, MA
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,902,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,902,187
- Employer contributions
- $455,146
- Participant contributions
- $804,146
- Total income / additions
- $4,160,321
- Benefits paid
- $1,052,775
- Administrative expenses
- $43,869
- Total expenses
- $1,096,644
- Net increase / (decrease)
- $3,063,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $23,039 | $0 |
| First National Corporation | NONE | $20,831 | not reported in the loaded dataset |