2023 Form 5500 filing — The Carroll School 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 20240717111039NAL0007056464001) for The Carroll School Retirement Plan, reported by The Carroll School under EIN 04-2145258 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$31.8MReported net assets$31,842,690
Participants375
Provider compensation$69.6K2 Schedule C row(s)$69,614
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240717111039NAL0007056464001
- Plan sponsor
- The Carroll School
- EIN
- 04-2145258
- Plan number
- 001
- Location
- Lincoln, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$31.8M total assets
Net assets$31.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,842,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,842,690
- Employer contributions
- $653,226
- Participant contributions
- $1,554,204
- Total income / additions
- $7,485,607
- Benefits paid
- $3,174,038
- Administrative expenses
- $39,370
- Total expenses
- $3,213,408
- Net increase / (decrease)
- $4,272,199
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $38,857 | $30,252 |
| Fidelity Investments Institutional | RECORDKEEPER | $505 | $0 |