2023 Form 5500 filing — Clara Martin Center 403(B) 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 20240812144634NAL0009577105001) for Clara Martin Center 403(B) Plan, reported by Clara Martin Center under EIN 03-0220733 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812144634NAL0009577105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clara Martin Center
- EIN
- 03-0220733
- Plan number
- 001
- Location
- Randolph, VT
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,844,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,844,907
- Employer contributions
- $178,234
- Participant contributions
- $472,237
- Total income / additions
- $1,641,490
- Benefits paid
- $742,624
- Administrative expenses
- $1,504
- Total expenses
- $744,128
- Net increase / (decrease)
- $897,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | OTHER SERVICES | $0 | $9,173 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,504 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |