2023 Form 5500 filing — Kennedy-Donovan Center, Inc. Retirement Savings 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 20250404093831NAL0011725313001) for Kennedy-Donovan Center, Inc. Retirement Savings Plan, reported by Kennedy-Donovan Center, Inc. under EIN 04-2519028 and plan number 002. It reports 486 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)$8.3MReported net assets$8,334,217
Participants486
Provider compensation$45.7K2 Schedule C row(s)$45,673
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250404093831NAL0011725313001
- Plan sponsor
- Kennedy-Donovan Center, Inc.
- EIN
- 04-2519028
- Plan number
- 002
- Location
- Foxboro, 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)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,334,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,334,217
- Employer contributions
- $153,140
- Participant contributions
- $628,701
- Total income / additions
- $1,985,696
- Benefits paid
- $628,381
- Administrative expenses
- $45,723
- Total expenses
- $674,104
- Net increase / (decrease)
- $1,311,592
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $33,673 | $0 |
| Global Retirement Partners | NONE | $12,000 | not reported in the loaded dataset |