Kennedy-Donovan Center, Inc. Retirement Savings Plan — Form 5500 plan (Kennedy-Donovan Center, 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, Kennedy-Donovan Center, Inc. Retirement Savings Plan is a benefit plan reported by Kennedy-Donovan Center, Inc. under EIN 04-2519028 and plan number 002. The latest loaded filing year is 2023. The filing reports 486 participants and $8,334,217 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,334,217
Participants486Covered participants reported
Assets / participant$17.1KComputed: assets ÷ participants$17,149 (computed)
Provider compensation$45.7K2 Schedule C provider row(s)$45,673
- Plan sponsor
- Kennedy-Donovan Center, Inc.
- EIN
- 04-2519028
- Plan number
- 002
- Plan type
- 2
- Location
- Foxboro, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20250404093831NAL0011725313001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,334,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,334,217
- Net assets (BOY)
- $7,022,625
Income & contributions
- Employer contributions
- $153,140
- Participant contributions
- $628,701
- Total contributions
- $800,199
- Total income / additions
- $1,985,696
Expenses & distributions
- Benefits paid
- $628,381
- Administrative expenses
- $45,723
- Total expenses
- $674,104
- Net increase / (decrease)
- $1,311,592
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $33,673 | $0 | 2023 |
| Global Retirement Partners | NONE | $12,000 | not reported in the loaded dataset | 2023 |