Applewild School 403(B) Plan — Form 5500 plan (Applewild School Incorporated)
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, Applewild School 403(B) Plan is a benefit plan reported by Applewild School Incorporated under EIN 04-2225643 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $7,266,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applewild School Incorporated
- EIN
- 04-2225643
- Plan number
- 002
- Plan type
- 2
- Location
- Fitchburg, MA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $7,266,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H | 20240924075251NAL0007276355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,266,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,266,135
- Net assets (BOY)
- $5,710,879
Income & contributions
- Employer contributions
- $23,233
- Participant contributions
- $142,875
- Total contributions
- $166,108
- Total income / additions
- $1,283,342
Expenses & distributions
- Benefits paid
- $539,635
- Administrative expenses
- $0
- Total expenses
- $539,635
- Net increase / (decrease)
- $743,707
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.