Wilbraham And Monson Academy Defined Contribution Retirement Plan — Form 5500 plan (Wilbraham And Monson 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, Wilbraham And Monson Academy Defined Contribution Retirement Plan is a benefit plan reported by Wilbraham And Monson Academy under EIN 04-2105838 and plan number 002. The latest loaded filing year is 2023. The filing reports 340 participants and $26,894,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilbraham And Monson Academy
- EIN
- 04-2105838
- Plan number
- 002
- Plan type
- 2
- Location
- Wilbraham, MA
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $26,894,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20240928092533NAL0001594851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,894,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,894,613
- Net assets (BOY)
- $23,122,889
Income & contributions
- Employer contributions
- $994,985
- Participant contributions
- $752,640
- Total contributions
- $1,835,443
- Total income / additions
- $5,164,103
Expenses & distributions
- Benefits paid
- $1,367,968
- Administrative expenses
- $24,411
- Total expenses
- $1,392,379
- Net increase / (decrease)
- $3,771,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $18,106 | $0 | 2023 |
| Well And Good, LLC | ADVISOR | $3,250 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT - PENSION | $2,720 | not reported in the loaded dataset | 2023 |
| Riversource Life Insurance Company | RECORDKEEPER | $435 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilbraham And Monson Academy
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wilbraham, MA
- Tiaa — Schedule C compensation
- Well And Good, LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Riversource Life Insurance Company — Schedule C compensation