Stoneleigh-Burnham School 403(B) Dc Plan — Form 5500 plan (Stoneleigh-Burnham School)
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, Stoneleigh-Burnham School 403(B) Dc Plan is a benefit plan reported by Stoneleigh-Burnham School under EIN 04-2163044 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $11,117,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoneleigh-Burnham School
- EIN
- 04-2163044
- Plan number
- 001
- Plan type
- 2
- Location
- Greenfield, MA
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $11,117,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H | 20241015091338NAL0047152160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,117,736
- Net assets (EOY)
- $11,117,736
- Net assets (BOY)
- $9,727,316
Income & contributions
- Employer contributions
- $123,368
- Participant contributions
- $173,286
- Total contributions
- $311,878
- Total income / additions
- $1,979,295
Expenses & distributions
- Benefits paid
- $588,875
- Total expenses
- $588,875
- Net increase / (decrease)
- $1,390,420
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.