2023 Form 5500 filing — Inly School 403(B) Dc 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 20250415112958NAL0001401523001) for Inly School 403(B) Dc Plan, reported by Inly School under EIN 04-2526455 and plan number 002. It reports 177 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)$6.2MReported net assets$6,202,518
Participants177
Provider compensation$23K2 Schedule C row(s)$22,985
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415112958NAL0001401523001
Plan sponsor
Inly School
EIN
04-2526455
Plan number
002
Location
Scituate, 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)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$832.4K
Benefits paid / distributions$809.4K
Contributions
Employer$107.1K
Participant$242K
Full reported line items
Total assets (EOY)
$6,202,518
Total liabilities (EOY)
$0
Net assets (EOY)
$6,202,518
Employer contributions
$107,139
Participant contributions
$242,044
Total income / additions
$1,255,251
Benefits paid
$809,436
Administrative expenses
$22,985
Total expenses
$832,421
Net increase / (decrease)
$422,830
Schedule C

Reported service provider compensation

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

  1. 1
    FINANCIAL ADVISOR · Direct $12.7K
  2. 2
    RECORDKEEPER · Direct $10.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415112958NAL0001401523001 cover?
It is the 2023 Form 5500 filing for Inly School 403(B) Dc Plan, reported by Inly School (EIN 04-2526455).
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).

Related Form 5500 pages