2023 Form 5500 filing — Proctor Academy 401(K) Savings 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 20241014153108NAL0013541939001) for Proctor Academy 401(K) Savings Plan, reported by Proctor Academy under EIN 02-0222179 and plan number 003. It reports 353 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)$20.1MReported net assets$20,124,836
Participants353
Provider compensation$92.5K3 Schedule C row(s)$92,456
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014153108NAL0013541939001
Plan sponsor
Proctor Academy
EIN
02-0222179
Plan number
003
Location
Andover, NH
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)$20.1M total assets
Net assets$20.1MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$813.8K
Benefits paid / distributions$752K
Contributions
Employer$718.6K
Participant$992.1K
Full reported line items
Total assets (EOY)
$20,124,836
Total liabilities (EOY)
$0
Net assets (EOY)
$20,124,836
Employer contributions
$718,578
Participant contributions
$992,060
Total income / additions
$4,812,768
Benefits paid
$751,959
Administrative expenses
$61,889
Total expenses
$813,848
Net increase / (decrease)
$3,998,920
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $63.4K
  2. 2
    INVESTMENT ADVISOR · Direct $26.5K
  3. 3
    SHAREHOLDER S ERVICE PROV · Indirect $2.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014153108NAL0013541939001 cover?
It is the 2023 Form 5500 filing for Proctor Academy 401(K) Savings Plan, reported by Proctor Academy (EIN 02-0222179).
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