2023 Form 5500 filing — Guild Of St. Agnes Of Worcester, Inc 401(K) 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 20241011074852NAL0022372033001) for Guild Of St. Agnes Of Worcester, Inc 401(K) Plan, reported by Guild Of St. Agnes Of Worcester, Inc under EIN 04-2104267 and plan number 002. It reports 409 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)$9MReported net assets$9,045,432
Participants409
Provider compensation$28.1K2 Schedule C row(s)$28,101
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011074852NAL0022372033001
- Plan sponsor
- Guild Of St. Agnes Of Worcester, Inc
- EIN
- 04-2104267
- Plan number
- 002
- Location
- Worcester, MA
- Received date
- not reported in the loaded dataset
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)$9M total assets
Net assets$9MLiabilities—
Full reported line items
- Total assets (EOY)
- $9,045,432
- Net assets (EOY)
- $9,045,432
- Employer contributions
- $867,491
- Participant contributions
- $488,911
- Total income / additions
- $2,445,924
- Benefits paid
- $1,274,705
- Administrative expenses
- $28,300
- Total expenses
- $1,303,005
- Net increase / (decrease)
- $1,142,919
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $18,200 | $0 |
| First National Corporation | ADVISORY | $9,901 | not reported in the loaded dataset |