The Fessenden School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Fessenden School (EIN 04-2103574) is a plan sponsor located in West Newton, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2103574
Location
West Newton, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$49,894,003
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$49,894,003

Contributions & income

Employer contributions
$1,221,192
Participant contributions
$1,369,740
Total income / additions
$8,749,337

Expenses & distributions

Benefits paid / distributions
$1,598,512
Total expenses
$1,615,758
Net increase / (decrease)
$7,133,579

Coverage

Total reported participants
741
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

The Fessenden School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Fessenden School Retirement Plan002546$49,894,0032023
The Fessenden School Health & Welfare Benefit Wrap501195not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Fessenden School
YearPlanParticipantsSchedulesFiling
2023The Fessenden School Health & Welfare Benefit Wrap19520250128133026NAL0027124914001
2023The Fessenden School Retirement Plan546H, C20250313121806NAL0020667905001

Related Form 5500 pages