403(B) Thrift Plan For Employees Of James L. Maher Center — Form 5500 plan (James L. Maher Center)
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, 403(B) Thrift Plan For Employees Of James L. Maher Center is a benefit plan reported by James L. Maher Center under EIN 05-0312798 and plan number 001. The latest loaded filing year is 2023. The filing reports 477 participants and $5,761,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James L. Maher Center
- EIN
- 05-0312798
- Plan number
- 001
- Plan type
- 2
- Location
- Middletown, RI
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $5,761,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20241015122220NAL0016371459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,761,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,761,121
- Net assets (BOY)
- $5,156,837
Income & contributions
- Employer contributions
- $47,114
- Participant contributions
- $190,282
- Total contributions
- $237,396
- Total income / additions
- $946,231
Expenses & distributions
- Benefits paid
- $339,515
- Administrative expenses
- $2,432
- Total expenses
- $341,947
- Net increase / (decrease)
- $604,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $2,410 | $0 | 2023 |