Aging Services Of North Central Massachusetts, Inc. 403(B) Plan — Form 5500 plan (Aging Services Of North Central Massachusetts, 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, Aging Services Of North Central Massachusetts, Inc. 403(B) Plan is a benefit plan reported by Aging Services Of North Central Massachusetts, Inc. under EIN 04-2551175 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $6,558,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aging Services Of North Central Massachusetts, Inc.
- EIN
- 04-2551175
- Plan number
- 002
- Plan type
- 2
- Location
- Leominster, MA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $6,558,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20250415144617NAL0003394113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,558,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,558,295
- Net assets (BOY)
- $5,731,392
Income & contributions
- Employer contributions
- $293,982
- Participant contributions
- $372,021
- Total contributions
- $672,584
- Total income / additions
- $1,458,248
Expenses & distributions
- Benefits paid
- $619,484
- Administrative expenses
- $11,861
- Total expenses
- $631,345
- Net increase / (decrease)
- $826,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,861 | $0 | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $0 | $9,050 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $8,550 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aging Services Of North Central Massachusetts, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Leominster, MA
- Principal Life Insurance Company — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation