2023 Form 5500 filing — Wellan Montessori School 403(B) 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 20241011072838NAL0042936850001) for Wellan Montessori School 403(B) Plan, reported by Newton Montessori School Inc. Dba Wellan Montess under EIN 20-5197160 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011072838NAL0042936850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newton Montessori School Inc. Dba Wellan Montess
- EIN
- 20-5197160
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,126,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,126,036
- Employer contributions
- $163,347
- Participant contributions
- $411,912
- Total income / additions
- $1,222,789
- Benefits paid
- $468,634
- Administrative expenses
- $9,070
- Total expenses
- $477,704
- Net increase / (decrease)
- $745,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $3,832 | not reported in the loaded dataset |
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $3,458 | not reported in the loaded dataset |
| Fidelity Investments Inst Op Co | RECORDKEEPER | $1,780 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $0 | not reported in the loaded dataset |