2023 Form 5500 filing — Stoneleigh-Burnham School 403(B) Dc 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 20241015091338NAL0047152160001) for Stoneleigh-Burnham School 403(B) Dc Plan, reported by Stoneleigh-Burnham School under EIN 04-2163044 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015091338NAL0047152160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoneleigh-Burnham School
- EIN
- 04-2163044
- Plan number
- 001
- Location
- Greenfield, MA
- Participants
- 197
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,117,736
- Net assets (EOY)
- $11,117,736
- Employer contributions
- $123,368
- Participant contributions
- $173,286
- Total income / additions
- $1,979,295
- Benefits paid
- $588,875
- Total expenses
- $588,875
- Net increase / (decrease)
- $1,390,420
- Schedule source
- Schedule H