2023 Form 5500 filing — Montserrat College Of Art 403(B)Dc 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 20241002134834NAL0008856337001) for Montserrat College Of Art 403(B)Dc Plan, reported by Montserrat College Of Art under EIN 52-1859814 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,128,552
Participants127
Provider compensation$19.3K2 Schedule C row(s)$19,254
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002134834NAL0008856337001
Plan sponsor
Montserrat College Of Art
EIN
52-1859814
Plan number
001
Location
Beverly, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$186.8K
Benefits paid / distributions$167.5K
Contributions
Employer$53.3K
Participant$329.6K
Full reported line items
Total assets (EOY)
$8,128,552
Total liabilities (EOY)
$0
Net assets (EOY)
$8,128,552
Employer contributions
$53,255
Participant contributions
$329,560
Total income / additions
$1,533,048
Benefits paid
$167,510
Administrative expenses
$19,254
Total expenses
$186,764
Net increase / (decrease)
$1,346,284
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $10.4K
  2. 2
    Tiaa$8.9K
    NONE · Direct $8.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002134834NAL0008856337001 cover?
It is the 2023 Form 5500 filing for Montserrat College Of Art 403(B)Dc Plan, reported by Montserrat College Of Art (EIN 52-1859814).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages