2023 Form 5500 filing — The Cambridge School Of Weston Tda And Dc 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 20240923125440NAL0011454449001) for The Cambridge School Of Weston Tda And Dc Retirement Plan, reported by The Cambridge School Of Weston, Inc. under EIN 04-2103964 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923125440NAL0011454449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cambridge School Of Weston, Inc.
- EIN
- 04-2103964
- Plan number
- 001
- Location
- Weston, MA
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,254,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,254,128
- Employer contributions
- $313,243
- Participant contributions
- $565,845
- Total income / additions
- $4,751,526
- Benefits paid
- $2,100,759
- Administrative expenses
- $80
- Total expenses
- $2,100,839
- Net increase / (decrease)
- $2,650,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref | RECORDKEEPER | $80 | $0 |