Nashoba Brooks School Of Concord Dc Retirement Plan — Form 5500 plan (Nashoba Brooks School Of Concord)
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, Nashoba Brooks School Of Concord Dc Retirement Plan is a benefit plan reported by Nashoba Brooks School Of Concord under EIN 04-2103947 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $18,628,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nashoba Brooks School Of Concord
- EIN
- 04-2103947
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $18,628,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241009100933NAL0030880384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,628,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,628,169
- Net assets (BOY)
- $15,752,501
Income & contributions
- Employer contributions
- $282,187
- Participant contributions
- $415,467
- Total contributions
- $732,034
- Total income / additions
- $3,402,615
Expenses & distributions
- Benefits paid
- $512,436
- Administrative expenses
- $14,511
- Total expenses
- $526,947
- Net increase / (decrease)
- $2,875,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $20,193 | not reported in the loaded dataset | 2023 |