2023 Form 5500 filing — Walnut Hill School Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240503114222NAL0033070002001) for Walnut Hill School Defined Contribution Retirement Plan, reported by Walnut Hill School For The Arts under EIN 04-2103636 and plan number 002. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240503114222NAL0033070002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walnut Hill School For The Arts
- EIN
- 04-2103636
- Plan number
- 002
- Location
- Natick, MA
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,409,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,409,851
- Employer contributions
- $407,223
- Participant contributions
- $559,678
- Total income / additions
- $3,849,850
- Benefits paid
- $850,406
- Administrative expenses
- $12,554
- Total expenses
- $862,960
- Net increase / (decrease)
- $2,986,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $9,519 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,219 | not reported in the loaded dataset |
| Well And Good LLC | ADVISOR | $816 | not reported in the loaded dataset |