2023 Form 5500 filing — The Fessenden 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 20250313121806NAL0020667905001) for The Fessenden School Retirement Plan, reported by The Fessenden School under EIN 04-2103574 and plan number 002. It reports 546 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)$49.9MReported net assets$49,894,003
Participants546
Provider compensation$12.8K2 Schedule C row(s)$12,826
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250313121806NAL0020667905001
- Plan sponsor
- The Fessenden School
- EIN
- 04-2103574
- Plan number
- 002
- Location
- West Newton, 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)$49.9M total assets
Net assets$49.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $49,894,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,894,003
- Employer contributions
- $1,221,192
- Participant contributions
- $1,369,740
- Total income / additions
- $8,749,337
- Benefits paid
- $1,598,512
- Administrative expenses
- $12,826
- Total expenses
- $1,615,758
- Net increase / (decrease)
- $7,133,579
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $7,314 | $0 |
| Citrin Cooperman & Company | N/A | $5,512 | not reported in the loaded dataset |