Plan5500

Minuteman Senior Services 403b Plan — Form 5500 plan (Minuteman Senior Services, 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, Minuteman Senior Services 403b Plan is a benefit plan reported by Minuteman Senior Services, Inc. under EIN 04-2587212 and plan number 002. The latest loaded filing year is 2023. The filing reports 216 participants and $6,703,572 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Minuteman Senior Services, Inc.
EIN
04-2587212
Plan number
002
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
216
End-of-year plan assets
$6,703,572

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20241011062120NAL0012207923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,703,572
Net assets (EOY)
$6,703,572
Net assets (BOY)
$5,551,378

Income & contributions

Employer contributions
$208,711
Participant contributions
$469,840
Total contributions
$678,551
Total income / additions
$1,567,615

Expenses & distributions

Benefits paid
$382,400
Administrative expenses
$33,021
Total expenses
$415,421
Net increase / (decrease)
$1,152,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN, RECORDKEEPER$15,342not reported in the loaded dataset2023
Rpw Solutions, LLC.TPA, FIDUCIARY ADVISOR$11,769not reported in the loaded dataset2023
Global Retirement Partners, LLCBROKER DEALER OF ADVISOR$5,909not reported in the loaded dataset2023

Related Form 5500 pages