Goddard House Retirement Plan — Form 5500 plan (Home For Aged Women, Inc. D/B/A Goddard House)
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, Goddard House Retirement Plan is a benefit plan reported by Home For Aged Women, Inc. D/B/A Goddard House under EIN 04-2104314 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $1,417,563 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.4MPlan net assets, end of year$1,414,147
Participants176Covered participants reported
Assets / participant$8.1KComputed: assets ÷ participants$8,054 (computed)
Provider compensation$9171 Schedule C provider row(s)
- Plan sponsor
- Home For Aged Women, Inc. D/B/A Goddard House
- EIN
- 04-2104314
- Plan number
- 001
- Plan type
- 2
- Location
- Brookline, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241104111155NAL0014439122001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$3.4K
Full reported line items
Net assets
- Total assets (EOY)
- $1,417,563
- Total liabilities (EOY)
- $3,416
- Net assets (EOY)
- $1,414,147
- Net assets (BOY)
- $1,112,095
Income & contributions
- Employer contributions
- $46,716
- Participant contributions
- $155,870
- Total contributions
- $202,586
- Total income / additions
- $414,256
Expenses & distributions
- Benefits paid
- $109,838
- Administrative expenses
- $2,366
- Total expenses
- $112,204
- Net increase / (decrease)
- $302,052
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $917 | $0 | 2023 |