2023 Form 5500 filing — New England Institute Of Technology Tax Sheltered Annuity Matching 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 20240930113316NAL0005622033001) for New England Institute Of Technology Tax Sheltered Annuity Matching Plan, reported by New England Institute Of Technology under EIN 05-0312747 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930113316NAL0005622033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New England Institute Of Technology
- EIN
- 05-0312747
- Plan number
- 001
- Location
- East Greenwich, RI
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,577,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,577,272
- Employer contributions
- $865,373
- Participant contributions
- $1,787,362
- Total income / additions
- $15,257,108
- Benefits paid
- $5,218,426
- Administrative expenses
- $66,682
- Total expenses
- $5,285,108
- Net increase / (decrease)
- $9,972,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Disanto Priest & Co. | ACCOUNTANT/AUDITOR | $29,250 | not reported in the loaded dataset |
| Fiduciary Investment Advisors | CONSULTANT | $24,954 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONSULTANT | $11,403 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $300 | $0 |