2023 Form 5500 filing — Toward Independent Living And Learning Inc. Success Sharing 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 20240913083504NAL0011350769001) for Toward Independent Living And Learning Inc. Success Sharing Plan, reported by Toward Independent Living And Learning Inc. under EIN 04-2672688 and plan number 001. It reports 862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913083504NAL0011350769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toward Independent Living And Learning Inc.
- EIN
- 04-2672688
- Plan number
- 001
- Location
- Dedham, MA
- Participants
- 862
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,246,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,246,712
- Employer contributions
- $124,228
- Participant contributions
- $845,186
- Total income / additions
- $2,306,025
- Benefits paid
- $858,845
- Administrative expenses
- $50,088
- Total expenses
- $908,933
- Net increase / (decrease)
- $1,397,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $25,088 | $0 |
| Lions Street | ADVISOR | $25,000 | not reported in the loaded dataset |
| Matrix Trust Co. | TRUSTEE | $0 | $0 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 |