2023 Form 5500 filing — Seven Hills Foundation 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 20250411115220NAL0026129537001) for Seven Hills Foundation Retirement Plan, reported by Seven Hills Foundation, Inc. under EIN 04-3293659 and plan number 001. It reports 1,471 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)$50.7MReported net assets$50,717,404

Participants1.5K1,471

Provider compensation$241.6K4 Schedule C row(s)$241,555

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250411115220NAL0026129537001
Plan sponsor: Seven Hills Foundation, Inc.
EIN: 04-3293659
Plan number: 001
Location: Worcester, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$50.7M total assets

Net assets$50.7MLiabilities—

Money in vs. money out

Total income / additions$13.4M

Total expenses$3.7M

Benefits paid / distributions$3.3M

Contributions

Employer$1.5M

Participant$5.1M

Full reported line items

Total assets (EOY): $50,717,404
Net assets (EOY): $50,717,404
Employer contributions: $1,516,201
Participant contributions: $5,106,226
Total income / additions: $13,353,904
Benefits paid: $3,309,913
Administrative expenses: $241,555
Total expenses: $3,652,065
Net increase / (decrease): $9,701,839

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$143.6K
RECORD KEEPER · Direct $143.6K · Indirect $0
2
Grove Point Financial$98K
BROKER · Direct $98K
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0
4
Mid Atlantic Capital Corporation$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411115220NAL0026129537001 cover?: It is the 2023 Form 5500 filing for Seven Hills Foundation Retirement Plan, reported by Seven Hills Foundation, Inc. (EIN 04-3293659).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).