Lawrence Academy Retirement Plan — Form 5500 plan (Lawrence Academy)
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, Lawrence Academy Retirement Plan is a benefit plan reported by Lawrence Academy under EIN 04-2105775 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $32,810,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lawrence Academy
- EIN
- 04-2105775
- Plan number
- 001
- Plan type
- 2
- Location
- Groton, MA
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $32,810,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20240708080936NAL0012046209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,810,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,810,669
- Net assets (BOY)
- $29,109,556
Income & contributions
- Employer contributions
- $862,288
- Participant contributions
- $944,815
- Total contributions
- $1,807,960
- Total income / additions
- $6,443,876
Expenses & distributions
- Benefits paid
- $2,721,012
- Administrative expenses
- $21,751
- Total expenses
- $2,742,763
- Net increase / (decrease)
- $3,701,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $21,751 | $0 | 2023 |