Facing History And Ourselves 403(B) Plan — Form 5500 plan (Facing History And Ourselves, 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, Facing History And Ourselves 403(B) Plan is a benefit plan reported by Facing History And Ourselves, Inc. under EIN 04-2761636 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $33,959,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Facing History And Ourselves, Inc.
- EIN
- 04-2761636
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $33,959,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20250415103443NAL0001433171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,959,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,959,325
- Net assets (BOY)
- $30,413,599
Income & contributions
- Employer contributions
- $1,024,891
- Participant contributions
- $1,583,184
- Total contributions
- $2,654,406
- Total income / additions
- $7,062,130
Expenses & distributions
- Benefits paid
- $3,435,435
- Administrative expenses
- $80,969
- Total expenses
- $3,516,404
- Net increase / (decrease)
- $3,545,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lion Street Advisors | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $33,981 | not reported in the loaded dataset | 2023 |
| Reliastar Life Insurance Co | SERVICE PROVIDER | $0 | $16,439 | 2023 |
| Angell Pension Group | ADMINISTRATOR | $4,179 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Facing History And Ourselves, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Lion Street Advisors — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Reliastar Life Insurance Co — Schedule C compensation
- Angell Pension Group — Schedule C compensation