Center For Responsive Schools, Inc. 403(B) Plan — Form 5500 plan (Center For Responsive Schools, 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, Center For Responsive Schools, Inc. 403(B) Plan is a benefit plan reported by Center For Responsive Schools, Inc. under EIN 04-2733471 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $6,519,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Center For Responsive Schools, Inc.
- EIN
- 04-2733471
- Plan number
- 001
- Plan type
- 2
- Location
- Turners Falls, MA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $6,519,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241014102155NAL0027014129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,519,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,519,691
- Net assets (BOY)
- $5,723,421
Income & contributions
- Employer contributions
- $143,524
- Participant contributions
- $231,113
- Total contributions
- $374,637
- Total income / additions
- $1,297,933
Expenses & distributions
- Benefits paid
- $483,622
- Administrative expenses
- $16,354
- Total expenses
- $501,663
- Net increase / (decrease)
- $796,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,476 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $7,319 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $300 | $649 | 2023 |
| Admin Partners LLC | CONTRACT ADMIN | -$93 | $490 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $78 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Center For Responsive Schools, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Turners Falls, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Admin Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation