North Chelmsford, MA Form 5500 retirement and benefit plan filings
City Form 5500 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, North Chelmsford, MA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $50,900,932 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $50,900,932
- Total reported liabilities (EOY)
- $1,823,259
- Total reported net assets (EOY)
- $49,077,673
Contributions & income
- Employer contributions
- $1,778,036
- Participant contributions
- $118,387
- Total income / additions
- $14,583,796
Expenses & distributions
- Benefits paid / distributions
- $1,843,620
- Total expenses
- $2,022,227
- Net increase / (decrease)
- $12,561,569
Coverage
- Total reported participants
- 324
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Chelmsford, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Lighthouse School Retirement Plan | Lighthouse School, Inc. | $29,065,405 | 2023 |
| Courtsmart Digital Systems Employee Stock Ownership Plan | Courtsmart Digital Systems Inc. | $15,624,641 | 2023 |
| Xius 401(K) Plan | Xius Holding Corp. | $5,830,135 | 2023 |
| Brian P. Mcpartland, Dmd, Pc 401(K) Profit Sharing Plan | Brian P. Mcpartland, Dmd, Pc | $380,751 | 2023 |
Largest plans in North Chelmsford → · North Chelmsford plans by participants → · North Chelmsford plans with financial data → · North Chelmsford plans with provider compensation → · $1B+ plans in North Chelmsford →
Related Form 5500 pages
- All MA Form 5500 filings
- Lighthouse School Retirement Plan (plan 003)
- Lighthouse School, Inc. — all reported plans
- Courtsmart Digital Systems Employee Stock Ownership Plan (plan 002)
- Courtsmart Digital Systems Inc. — all reported plans
- Xius 401(K) Plan (plan 001)
- Xius Holding Corp. — all reported plans
- Brian P. Mcpartland, Dmd, Pc 401(K) Profit Sharing Plan (plan 001)
- Brian P. Mcpartland, Dmd, Pc — all reported plans
- Methodology
- Data sources