League School Of Greater Boston, Inc. 403(B) Plan — Form 5500 plan (League School Of Greater Boston, 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, League School Of Greater Boston, Inc. 403(B) Plan is a benefit plan reported by League School Of Greater Boston, Inc under EIN 04-6139988 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $10,874,696 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.9MPlan net assets, end of year$10,874,696
Participants238Covered participants reported
Assets / participant$45.7KComputed: assets ÷ participants$45,692 (computed)
Provider compensation$38.8K3 Schedule C provider row(s)$38,800
Plan sponsor
League School Of Greater Boston, Inc
EIN
04-6139988
Plan number
001
Plan type
2
Location
Walpole, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20240920054821NAL0012396368001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$261.7K
Benefits paid / distributions$220.1K
Contributions
Employer$256.2K
Participant$534.8K
Full reported line items

Net assets

Total assets (EOY)
$10,874,696
Total liabilities (EOY)
$0
Net assets (EOY)
$10,874,696
Net assets (BOY)
$8,683,462

Income & contributions

Employer contributions
$256,215
Participant contributions
$534,813
Total contributions
$804,548
Total income / additions
$2,452,885

Expenses & distributions

Benefits paid
$220,074
Administrative expenses
$41,577
Total expenses
$261,651
Net increase / (decrease)
$2,191,234
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$23,964not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$11,582$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,254not reported in the loaded dataset2023

Related Form 5500 pages