2023 Form 5500 filing — The Williston Northampton 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 20240723171111NAL0007561443001) for The Williston Northampton School Defined Contribution Retirement Plan, reported by The Williston Northampton School under EIN 04-1975990 and plan number 001. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723171111NAL0007561443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Williston Northampton School
- EIN
- 04-1975990
- Plan number
- 001
- Location
- Easthampton, MA
- Participants
- 508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,559,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,559,590
- Employer contributions
- $985,616
- Participant contributions
- $1,136,314
- Total income / additions
- $9,379,874
- Benefits paid
- $4,052,606
- Administrative expenses
- $80,179
- Total expenses
- $4,132,785
- Net increase / (decrease)
- $5,247,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | SERVICE PROVIDER | $13,857 | not reported in the loaded dataset |
| Angell Pension Group | SERVICE PROVIDER | $7,000 | not reported in the loaded dataset |