Becket Academy 403(B) Plan — Form 5500 plan (Becket 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, Becket Academy 403(B) Plan is a benefit plan reported by Becket Academy under EIN 02-0511096 and plan number 001. The latest loaded filing year is 2023. The filing reports 815 participants and $9,798,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Becket Academy
- EIN
- 02-0511096
- Plan number
- 001
- Plan type
- 2
- Location
- Orford, NH
- Latest filing year
- 2023
- Participants
- 815
- End-of-year plan assets
- $9,798,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 815 | H, C | 20241014123656NAL0053544530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,798,341
- Total liabilities (EOY)
- $11,685
- Net assets (EOY)
- $9,786,656
- Net assets (BOY)
- $7,666,032
Income & contributions
- Employer contributions
- $393,298
- Participant contributions
- $712,257
- Total contributions
- $1,179,491
- Total income / additions
- $2,616,926
Expenses & distributions
- Benefits paid
- $489,822
- Administrative expenses
- $6,480
- Total expenses
- $496,302
- Net increase / (decrease)
- $2,120,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Future Planning Associates Inc. | THIRD PARTY ADMINISTRATO | $6,480 | $0 | 2023 |