Plan5500

Miss Hall'S School Retirement Plan — Form 5500 plan (Miss Halls School, 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, Miss Hall'S School Retirement Plan is a benefit plan reported by Miss Halls School, Inc. under EIN 04-2104273 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $18,107,140 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Miss Halls School, Inc.
EIN
04-2104273
Plan number
001
Plan type
2
Location
Pittsfield, MA
Latest filing year
2023
Participants
208
End-of-year plan assets
$18,107,140

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20250117100651NAL0013421619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,107,140
Net assets (EOY)
$18,107,140
Net assets (BOY)
$16,462,634

Income & contributions

Employer contributions
$326,303
Participant contributions
$507,293
Total contributions
$883,872
Total income / additions
$3,373,838

Expenses & distributions

Benefits paid
$1,697,813
Administrative expenses
$31,519
Total expenses
$1,729,332
Net increase / (decrease)
$1,644,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaCUSTODIAN$16,257$02023
Mayflower Financial AdvisorsNONE$13,462not reported in the loaded dataset2023

Related Form 5500 pages