Plan5500

Milton Academy Retirement Plan — Form 5500 plan (Milton 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, Milton Academy Retirement Plan is a benefit plan reported by Milton Academy under EIN 04-2103603 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,042 participants and $144,685,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Milton Academy
EIN
04-2103603
Plan number
001
Plan type
2
Location
Milton, MA
Latest filing year
2023
Participants
1,042
End-of-year plan assets
$144,685,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,042H, C20241002223425NAL0009003233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$144,685,830
Total liabilities (EOY)
$0
Net assets (EOY)
$144,685,830
Net assets (BOY)
$129,058,392

Income & contributions

Employer contributions
$2,360,387
Participant contributions
$2,819,816
Total contributions
$5,450,091
Total income / additions
$24,474,331

Expenses & distributions

Benefits paid
$8,681,866
Administrative expenses
$119,968
Total expenses
$8,846,893
Net increase / (decrease)
$15,627,438

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$92,868$02023
Fiducient Advisors, LLCNONE$17,000not reported in the loaded dataset2023
Caron & Bletzer, PllcNONE$10,100not reported in the loaded dataset2023

Related Form 5500 pages