2023 Form 5500 filing — Becket Academy 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 20241014123656NAL0053544530001) for Becket Academy 403(B) Plan, reported by Becket Academy under EIN 02-0511096 and plan number 001. It reports 815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123656NAL0053544530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Becket Academy
- EIN
- 02-0511096
- Plan number
- 001
- Location
- Orford, NH
- Participants
- 815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,798,341
- Total liabilities (EOY)
- $11,685
- Net assets (EOY)
- $9,786,656
- Employer contributions
- $393,298
- Participant contributions
- $712,257
- Total income / additions
- $2,616,926
- Benefits paid
- $489,822
- Administrative expenses
- $6,480
- Total expenses
- $496,302
- Net increase / (decrease)
- $2,120,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Future Planning Associates Inc. | THIRD PARTY ADMINISTRATO | $6,480 | $0 |