2023 Form 5500 filing — Tabor Academy Defined Contribution 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 20250414131702NAL0001763489001) for Tabor Academy Defined Contribution Plan, reported by Tabor Academy under EIN 04-2103632 and plan number 002. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414131702NAL0001763489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tabor Academy
- EIN
- 04-2103632
- Plan number
- 002
- Location
- Marion, MA
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,124,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,124,757
- Employer contributions
- $1,371,953
- Participant contributions
- $1,386,404
- Total income / additions
- $11,395,038
- Benefits paid
- $2,547,716
- Administrative expenses
- $51,787
- Total expenses
- $2,599,177
- Net increase / (decrease)
- $8,795,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $51,780 | $0 |
| Fidelity Investment | RECORDKEEPER | $240 | not reported in the loaded dataset |
| Mutual Of America Life Insurance Co | RECORDKEEPER | $67 | not reported in the loaded dataset |