Plan5500

Third Sector New England, Inc. 403b Dc Plan — Form 5500 plan (Third Sector New England, Inc.)

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, Third Sector New England, Inc. 403b Dc Plan is a benefit plan reported by Third Sector New England, Inc. under EIN 04-2261109 and plan number 002. The latest loaded filing year is 2023. The filing reports 979 participants and $55,774,334 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Third Sector New England, Inc.
EIN
04-2261109
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
979
End-of-year plan assets
$55,774,334

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023979H, C20250127110601NAL0007154307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,774,334
Total liabilities (EOY)
$0
Net assets (EOY)
$55,774,334
Net assets (BOY)
$47,689,188

Income & contributions

Employer contributions
$1,472,177
Participant contributions
$2,097,409
Total contributions
$4,009,149
Total income / additions
$10,261,175

Expenses & distributions

Benefits paid
$2,117,655
Administrative expenses
$58,374
Total expenses
$2,176,029
Net increase / (decrease)
$8,085,146

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Mhm, LLCNONE$23,505not reported in the loaded dataset2023
Westland Gate Capital, LLCNONE$21,892not reported in the loaded dataset2023
TiaaNONE$12,977$02023

Related Form 5500 pages