2023 Form 5500 filing — Miss Hall'S School 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 20250117100651NAL0013421619001) for Miss Hall'S School Retirement Plan, reported by Miss Halls School, Inc. under EIN 04-2104273 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117100651NAL0013421619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miss Halls School, Inc.
- EIN
- 04-2104273
- Plan number
- 001
- Location
- Pittsfield, MA
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,107,140
- Net assets (EOY)
- $18,107,140
- Employer contributions
- $326,303
- Participant contributions
- $507,293
- Total income / additions
- $3,373,838
- Benefits paid
- $1,697,813
- Administrative expenses
- $31,519
- Total expenses
- $1,729,332
- Net increase / (decrease)
- $1,644,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | CUSTODIAN | $16,257 | $0 |
| Mayflower Financial Advisors | NONE | $13,462 | not reported in the loaded dataset |