2023 Form 5500 filing — Wilbraham And Monson Academy Defined Contribution Retirement 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 20240928092533NAL0001594851001) for Wilbraham And Monson Academy Defined Contribution Retirement Plan, reported by Wilbraham And Monson Academy under EIN 04-2105838 and plan number 002. It reports 340 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)$26.9MReported net assets$26,894,613
Participants340
Provider compensation$24.5K4 Schedule C row(s)$24,511
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240928092533NAL0001594851001
- Plan sponsor
- Wilbraham And Monson Academy
- EIN
- 04-2105838
- Plan number
- 002
- Location
- Wilbraham, 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)$26.9M total assets
Net assets$26.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,894,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,894,613
- Employer contributions
- $994,985
- Participant contributions
- $752,640
- Total income / additions
- $5,164,103
- Benefits paid
- $1,367,968
- Administrative expenses
- $24,411
- Total expenses
- $1,392,379
- Net increase / (decrease)
- $3,771,724
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $18,106 | $0 |
| Well And Good, LLC | ADVISOR | $3,250 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT - PENSION | $2,720 | not reported in the loaded dataset |
| Riversource Life Insurance Company | RECORDKEEPER | $435 | $0 |