2023 Form 5500 filing — The Russian School Of Mathematics 401(K) 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 20240604161412NAL0009507299001) for The Russian School Of Mathematics 401(K) Plan, reported by The Russian School Of Mathematics under EIN 04-3408996 and plan number 001. It reports 705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240604161412NAL0009507299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Russian School Of Mathematics
- EIN
- 04-3408996
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,426,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,426,193
- Employer contributions
- $1,083,184
- Participant contributions
- $2,891,512
- Total income / additions
- $6,922,413
- Benefits paid
- $272,969
- Administrative expenses
- $114,263
- Total expenses
- $387,232
- Net increase / (decrease)
- $6,535,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY | $94,114 | $6,953 |
| Equitable Advisors LLC | SERVICE PROVIDER | $10,430 | $48,568 |
| The Angell Pension Group | TPA | $9,722 | $0 |