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, Loring, Wolcott & Coolidge Retirement Savings Plan is a benefit plan reported by Loring, Wolcott & Coolidge Trust, LLC under EIN 27-3396508 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $33,066,704 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,066,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,066,704
- Net assets (BOY)
- $25,306,632
Income & contributions
- Employer contributions
- $642,697
- Participant contributions
- $1,289,550
- Total contributions
- $2,342,559
- Total income / additions
- $9,703,545
Expenses & distributions
- Benefits paid
- $1,942,835
- Administrative expenses
- $638
- Total expenses
- $1,943,473
- Net increase / (decrease)
- $7,760,072