2023 Form 5500 filing — Goddard House 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 20241104111155NAL0014439122001) for Goddard House Retirement Plan, reported by Home For Aged Women, Inc. D/B/A Goddard House under EIN 04-2104314 and plan number 001. It reports 176 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)$1.4MReported net assets$1,414,147
Participants176
Provider compensation$9171 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241104111155NAL0014439122001
Plan sponsor
Home For Aged Women, Inc. D/B/A Goddard House
EIN
04-2104314
Plan number
001
Location
Brookline, MA
Received date
not reported in the loaded dataset
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)$1.4M total assets
Net assets$1.4MLiabilities$3.4K
Money in vs. money out
Total income / additions$414.3K
Total expenses$112.2K
Benefits paid / distributions$109.8K
Contributions
Employer$46.7K
Participant$155.9K
Full reported line items
Total assets (EOY)
$1,417,563
Total liabilities (EOY)
$3,416
Net assets (EOY)
$1,414,147
Employer contributions
$46,716
Participant contributions
$155,870
Total income / additions
$414,256
Benefits paid
$109,838
Administrative expenses
$2,366
Total expenses
$112,204
Net increase / (decrease)
$302,052

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalNONE$917$0

Related Form 5500 pages