2023 Form 5500 filing — Aging Services Of North Central Massachusetts, Inc. 403(B) 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 20250415144617NAL0003394113001) for Aging Services Of North Central Massachusetts, Inc. 403(B) Plan, reported by Aging Services Of North Central Massachusetts, Inc. under EIN 04-2551175 and plan number 002. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415144617NAL0003394113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aging Services Of North Central Massachusetts, Inc.
- EIN
- 04-2551175
- Plan number
- 002
- Location
- Leominster, MA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,558,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,558,295
- Employer contributions
- $293,982
- Participant contributions
- $372,021
- Total income / additions
- $1,458,248
- Benefits paid
- $619,484
- Administrative expenses
- $11,861
- Total expenses
- $631,345
- Net increase / (decrease)
- $826,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,861 | $0 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $0 | $9,050 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $8,550 |