2023 Form 5500 filing — League School Of Greater Boston, Inc. 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 20240920054821NAL0012396368001) for League School Of Greater Boston, Inc. 403(B) Plan, reported by League School Of Greater Boston, Inc under EIN 04-6139988 and plan number 001. It reports 238 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)$10.9MReported net assets$10,874,696
Participants238
Provider compensation$38.8K3 Schedule C row(s)$38,800
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920054821NAL0012396368001
Plan sponsor
League School Of Greater Boston, Inc
EIN
04-6139988
Plan number
001
Location
Walpole, 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)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$261.7K
Benefits paid / distributions$220.1K
Contributions
Employer$256.2K
Participant$534.8K
Full reported line items
Total assets (EOY)
$10,874,696
Total liabilities (EOY)
$0
Net assets (EOY)
$10,874,696
Employer contributions
$256,215
Participant contributions
$534,813
Total income / additions
$2,452,885
Benefits paid
$220,074
Administrative expenses
$41,577
Total expenses
$261,651
Net increase / (decrease)
$2,191,234

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners LLCINVESTMENT ADVISOR$23,964not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$11,582$0
Empower Advisory Group, LLCINVESTMENT MGMT$3,254not reported in the loaded dataset

Related Form 5500 pages