2023 Form 5500 filing — By Appointment Only 401k 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 20240820054727NAL0003974160001) for By Appointment Only 401k Plan, reported by By Appointment Only under EIN 04-3462585 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820054727NAL0003974160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- By Appointment Only
- EIN
- 04-3462585
- Plan number
- 001
- Location
- Chelmsford, MA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,024,000
- Net assets (EOY)
- $10,024,000
- Employer contributions
- $201,477
- Participant contributions
- $769,169
- Total income / additions
- $2,406,142
- Benefits paid
- $408,937
- Administrative expenses
- $15,242
- Total expenses
- $424,179
- Net increase / (decrease)
- $1,981,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | FIDUCIARY ADVISOR | not reported in the loaded dataset | $22,261 |
| Aegis Retirement Partners | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | $7,721 |