2023 Form 5500 filing — Buckingham Browne & Nichols School 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 20241011195736NAL0011324131001) for Buckingham Browne & Nichols School Dc Retirement Plan, reported by Buckingham, Browne & Nichols School under EIN 04-2103751 and plan number 001. It reports 894 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)$128.2MReported net assets$128,193,119
Participants894
Provider compensation$49.5K3 Schedule C row(s)$49,532
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011195736NAL0011324131001
Plan sponsor
Buckingham, Browne & Nichols School
EIN
04-2103751
Plan number
001
Location
Cambridge, 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)$128.2M total assets
Net assets$128.2MLiabilities$0
Money in vs. money out
Total income / additions$23.2M
Total expenses$6.8M
Benefits paid / distributions$6.8M
Contributions
Employer$2.7M
Participant$2.2M
Full reported line items
Total assets (EOY)
$128,193,119
Total liabilities (EOY)
$0
Net assets (EOY)
$128,193,119
Employer contributions
$2,698,753
Participant contributions
$2,246,264
Total income / additions
$23,157,331
Benefits paid
$6,780,180
Administrative expenses
$49,532
Total expenses
$6,836,181
Net increase / (decrease)
$16,321,150
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $25K
  2. 2
    NONE · Direct $19.1K
  3. 3
    Tiaa$5.4K
    NONE · Direct $5.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011195736NAL0011324131001 cover?
It is the 2023 Form 5500 filing for Buckingham Browne & Nichols School Dc Retirement Plan, reported by Buckingham, Browne & Nichols School (EIN 04-2103751).
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