The Fessenden School Retirement Plan — Form 5500 plan (The Fessenden School)
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, The Fessenden School Retirement Plan is a benefit plan reported by The Fessenden School under EIN 04-2103574 and plan number 002. The latest loaded filing year is 2023. The filing reports 546 participants and $49,894,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Fessenden School
- EIN
- 04-2103574
- Plan number
- 002
- Plan type
- 2
- Location
- West Newton, MA
- Latest filing year
- 2023
- Participants
- 546
- End-of-year plan assets
- $49,894,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20250313121806NAL0020667905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,894,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,894,003
- Net assets (BOY)
- $42,760,424
Income & contributions
- Employer contributions
- $1,221,192
- Participant contributions
- $1,369,740
- Total contributions
- $2,714,961
- Total income / additions
- $8,749,337
Expenses & distributions
- Benefits paid
- $1,598,512
- Administrative expenses
- $12,826
- Total expenses
- $1,615,758
- Net increase / (decrease)
- $7,133,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $7,314 | $0 | 2023 |
| Citrin Cooperman & Company | N/A | $5,512 | not reported in the loaded dataset | 2023 |