2023 Form 5500 filing — Applewild School 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 20240924075251NAL0007276355001) for Applewild School 403(B) Plan, reported by Applewild School Incorporated under EIN 04-2225643 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240924075251NAL0007276355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applewild School Incorporated
- EIN
- 04-2225643
- Plan number
- 002
- Location
- Fitchburg, MA
- Participants
- 136
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,266,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,266,135
- Employer contributions
- $23,233
- Participant contributions
- $142,875
- Total income / additions
- $1,283,342
- Benefits paid
- $539,635
- Administrative expenses
- $0
- Total expenses
- $539,635
- Net increase / (decrease)
- $743,707
- Schedule source
- Schedule H