Plan5500

Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan — Form 5500 plan (Southern New Hampshire Services, Inc.)

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, Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan is a benefit plan reported by Southern New Hampshire Services, Inc. under EIN 02-0268285 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $27,438,816 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.4MPlan net assets, end of year$27,438,816
Participants486Covered participants reported
Assets / participant$56.5KComputed: assets ÷ participants$56,458 (computed)
Provider compensation$145.9K3 Schedule C provider row(s)$145,918
Plan sponsor
Southern New Hampshire Services, Inc.
EIN
02-0268285
Plan number
001
Plan type
2
Location
Manchester, NH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    486 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$27.4M total assets
Net assets$27.4MLiabilities—
Money in vs. money out
Total income / additions$6M
Total expenses$2.5M
Benefits paid / distributions$2.3M
Contributions
Employer$1.1M
Participant$880.3K
Full reported line items

Net assets

Total assets (EOY)
$27,438,816
Net assets (EOY)
$27,438,816
Net assets (BOY)
$23,948,695

Income & contributions

Employer contributions
$1,068,535
Participant contributions
$880,287
Total contributions
$2,055,500
Total income / additions
$6,009,426

Expenses & distributions

Benefits paid
$2,329,990
Administrative expenses
$145,918
Total expenses
$2,519,305
Net increase / (decrease)
$3,490,121
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 55%Participant 45%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$87.6K
    RECORDKEEPER · Direct $87.6K · Indirect $0
  2. 2
    Global Retirement Partners LLC$52.4K
    ADVISORS BROKER DEALER · Direct $52.4K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$5.9K
    INVESTMENT MGMT · Direct $5.9K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan?
Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan is reported as sponsored by Southern New Hampshire Services, Inc. (EIN 02-0268285, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan?
The latest Form 5500 filing year loaded for Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan is 2023.
How many participants does Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan report?
Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan reports 486 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan?
Southern New Hampshire Services, Inc. Employer Sponsored 403(B) Plan reports $27,438,816 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages