2023 Form 5500 filing — Thayer Academy 403(B) 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 20240918175328NAL0002818419001) for Thayer Academy 403(B) Retirement Plan, reported by Thayer Academy under EIN 04-2105781 and plan number 003. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918175328NAL0002818419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thayer Academy
- EIN
- 04-2105781
- Plan number
- 003
- Location
- Braintree, MA
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,790,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,790,365
- Employer contributions
- $1,561,651
- Participant contributions
- $1,458,018
- Total income / additions
- $14,403,826
- Benefits paid
- $3,204,408
- Administrative expenses
- $62,760
- Total expenses
- $3,267,168
- Net increase / (decrease)
- $11,136,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $34,626 | $0 |
| Mayflower Finanical Advisors | FINANCIAL ADVISOR | $19,000 | not reported in the loaded dataset |
| The Angell Pension Group | THIRD PARTY ADMINISTRATO | $9,660 | not reported in the loaded dataset |