Section 403(B) Retirement Plan For William B Rice Eventide Home — Form 5500 plan (William B Rice Eventide Home)
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, Section 403(B) Retirement Plan For William B Rice Eventide Home is a benefit plan reported by William B Rice Eventide Home under EIN 04-2106771 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $2,098,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William B Rice Eventide Home
- EIN
- 04-2106771
- Plan number
- 001
- Plan type
- 2
- Location
- Weymouth, MA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $2,098,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241015170513NAL0050598224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,098,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,098,358
- Net assets (BOY)
- $1,822,603
Income & contributions
- Employer contributions
- $99,319
- Participant contributions
- $229,978
- Total contributions
- $405,430
- Total income / additions
- $632,613
Expenses & distributions
- Benefits paid
- $329,050
- Administrative expenses
- $27,808
- Total expenses
- $356,858
- Net increase / (decrease)
- $275,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,405 | $0 | 2023 |
| Southeastern Employee Benefit Servi | THIRD PARTY ADMINISTATOR | $3,453 | $5,207 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $7,998 | $5 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for William B Rice Eventide Home
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Weymouth, MA
- Principal Life Insurance Company — Schedule C compensation
- Southeastern Employee Benefit Servi — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation