Wellan Montessori School 403(B) Plan — Form 5500 plan (Newton Montessori School Inc. Dba Wellan Montess)
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, Wellan Montessori School 403(B) Plan is a benefit plan reported by Newton Montessori School Inc. Dba Wellan Montess under EIN 20-5197160 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $4,126,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newton Montessori School Inc. Dba Wellan Montess
- EIN
- 20-5197160
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $4,126,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241011072838NAL0042936850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,126,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,126,036
- Net assets (BOY)
- $3,380,951
Income & contributions
- Employer contributions
- $163,347
- Participant contributions
- $411,912
- Total contributions
- $575,259
- Total income / additions
- $1,222,789
Expenses & distributions
- Benefits paid
- $468,634
- Administrative expenses
- $9,070
- Total expenses
- $477,704
- Net increase / (decrease)
- $745,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $3,832 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $3,458 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst Op Co | RECORDKEEPER | $1,780 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newton Montessori School Inc. Dba Wellan Montess
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Newton, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Commonwealth Equity Services LLC — Schedule C compensation
- Fidelity Investments Inst Op Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation