Foxcroft Academy 403(B) Dc And Tda Plan — Form 5500 plan (Foxcroft Academy)
Plain-English plan 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, Foxcroft Academy 403(B) Dc And Tda Plan is a benefit plan reported by Foxcroft Academy under EIN 01-0246278 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $4,785,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foxcroft Academy
- EIN
- 01-0246278
- Plan number
- 001
- Plan type
- 2
- Location
- Dover-Foxcroft, ME
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $4,785,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241011161842NAL0022308593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,785,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,785,711
- Net assets (BOY)
- $4,011,512
Income & contributions
- Employer contributions
- $90,595
- Participant contributions
- $164,207
- Total contributions
- $254,802
- Total income / additions
- $984,578
Expenses & distributions
- Benefits paid
- $199,828
- Administrative expenses
- $10,551
- Total expenses
- $210,379
- Net increase / (decrease)
- $774,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insur & Annuity Assoc | RECORDKEEPER | $10,776 | $0 | 2023 |