Thayer Academy 403(B) Retirement Plan — Form 5500 plan (Thayer 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, Thayer Academy 403(B) Retirement Plan is a benefit plan reported by Thayer Academy under EIN 04-2105781 and plan number 003. The latest loaded filing year is 2023. The filing reports 410 participants and $81,790,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thayer Academy
- EIN
- 04-2105781
- Plan number
- 003
- Plan type
- 2
- Location
- Braintree, MA
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $81,790,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20240918175328NAL0002818419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,790,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,790,365
- Net assets (BOY)
- $70,653,707
Income & contributions
- Employer contributions
- $1,561,651
- Participant contributions
- $1,458,018
- Total contributions
- $3,430,428
- Total income / additions
- $14,403,826
Expenses & distributions
- Benefits paid
- $3,204,408
- Administrative expenses
- $62,760
- Total expenses
- $3,267,168
- Net increase / (decrease)
- $11,136,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $34,626 | $0 | 2023 |
| Mayflower Finanical Advisors | FINANCIAL ADVISOR | $19,000 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group | THIRD PARTY ADMINISTRATO | $9,660 | not reported in the loaded dataset | 2023 |