Schools For Children, Inc. 403(B) Retirement Plan — Form 5500 plan (Schools For Children, 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, Schools For Children, Inc. 403(B) Retirement Plan is a benefit plan reported by Schools For Children, Inc. under EIN 04-2730069 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $23,044,594 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schools For Children, Inc.
EIN
04-2730069
Plan number
001
Plan type
2
Location
Winchester, MA
Latest filing year
2023
Participants
336
End-of-year plan assets
$23,044,594

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20240724142351NAL0013143553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,044,594
Total liabilities (EOY)
$0
Net assets (EOY)
$23,044,594
Net assets (BOY)
$20,354,680

Income & contributions

Employer contributions
$498,918
Participant contributions
$699,364
Total contributions
$1,202,098
Total income / additions
$4,532,838

Expenses & distributions

Benefits paid
$1,786,593
Administrative expenses
$56,331
Total expenses
$1,842,924
Net increase / (decrease)
$2,689,914

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$50,928$02023
Morgan Stanley Smith BanreyNONE$0$26,6532023
The Angell Pension Group, Inc.NONE$5,403not reported in the loaded dataset2023

Related Form 5500 pages