2023 Form 5500 filing — The Society For The Preservation Of New England An Defined Contribution 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 20241015142034NAL0028738097001) for The Society For The Preservation Of New England An Defined Contribution Retirement Plan, reported by The Society For The Preservation Of New England Antiquities under EIN 04-2104937 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015142034NAL0028738097001
Filing year
2023
Form type
2
Plan sponsor
The Society For The Preservation Of New England Antiquities
EIN
04-2104937
Plan number
001
Location
Haverhill, MA
Participants
255
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,536,665
Net assets (EOY)
$17,536,665
Employer contributions
$188,560
Participant contributions
$592,571
Total income / additions
$3,163,219
Benefits paid
$606,848
Administrative expenses
$22,472
Total expenses
$629,320
Net increase / (decrease)
$2,533,899
Schedule source
Schedule H

Related Form 5500 pages