Robert F. Kennedy Community Alliance 403(B) Plan — Form 5500 plan (Robert F. Kennedy Community Alliance, 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, Robert F. Kennedy Community Alliance 403(B) Plan is a benefit plan reported by Robert F. Kennedy Community Alliance, Inc. under EIN 04-2103834 and plan number 001. The latest loaded filing year is 2023. The filing reports 630 participants and $25,231,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robert F. Kennedy Community Alliance, Inc.
EIN
04-2103834
Plan number
001
Plan type
2
Location
Lancaster, MA
Latest filing year
2023
Participants
630
End-of-year plan assets
$25,231,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023630H, C20240730161344NAL0021164593002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,231,726
Net assets (EOY)
$25,231,726
Net assets (BOY)
$21,671,912

Income & contributions

Employer contributions
$675,169
Participant contributions
$1,202,378
Total contributions
$1,902,742
Total income / additions
$5,408,729

Expenses & distributions

Benefits paid
$1,781,645
Administrative expenses
$67,270
Total expenses
$1,848,915
Net increase / (decrease)
$3,559,814

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORD KEEPER, CUSTODIAN$34,247not reported in the loaded dataset2023
Aegis Retirement PartnersTPA, FIDUCIARY ADVISOR$33,573not reported in the loaded dataset2023

Related Form 5500 pages