Chapel Hill - Chauncy Hall School 403(B) Plan — Form 5500 plan (Chapel Hill - Chauncy Hall 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, Chapel Hill - Chauncy Hall School 403(B) Plan is a benefit plan reported by Chapel Hill - Chauncy Hall School under EIN 04-2534161 and plan number 321. The latest loaded filing year is 2023. The filing reports 216 participants and $15,327,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chapel Hill - Chauncy Hall School
- EIN
- 04-2534161
- Plan number
- 321
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $15,327,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20240715140619NAL0000913315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,327,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,327,677
- Net assets (BOY)
- $12,794,937
Income & contributions
- Employer contributions
- $310,356
- Participant contributions
- $504,718
- Total contributions
- $822,838
- Total income / additions
- $3,001,142
Expenses & distributions
- Benefits paid
- $449,984
- Administrative expenses
- $18,418
- Total expenses
- $468,402
- Net increase / (decrease)
- $2,532,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $11,212 | $0 | 2023 |
| Rockland Trust Co | ADVISOR | $7,281 | not reported in the loaded dataset | 2023 |