Belmont Hill School Defined Contribution Retirement Plan — Form 5500 plan (Belmont Hill 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, Belmont Hill School Defined Contribution Retirement Plan is a benefit plan reported by Belmont Hill School under EIN 04-2103870 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $61,515,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belmont Hill School
- EIN
- 04-2103870
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, MA
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $61,515,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20240730081339NAL0019714193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,515,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,515,377
- Net assets (BOY)
- $56,356,951
Income & contributions
- Employer contributions
- $1,173,224
- Participant contributions
- $1,197,553
- Total contributions
- $2,372,448
- Total income / additions
- $10,259,067
Expenses & distributions
- Benefits paid
- $5,045,756
- Administrative expenses
- $54,885
- Total expenses
- $5,100,641
- Net increase / (decrease)
- $5,158,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $28,706 | $0 | 2023 |
| Mayer Hoffman Mccann Pc | NONE | $26,050 | not reported in the loaded dataset | 2023 |