2023 Form 5500 filing — The Rivers School 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 20241007083622NAL0027069232001) for The Rivers School Defined Contribution Retirement Plan, reported by The Rivers School Corporation under EIN 04-2104457 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007083622NAL0027069232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rivers School Corporation
- EIN
- 04-2104457
- Plan number
- 001
- Location
- Weston, MA
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,587,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,587,877
- Employer contributions
- $1,224,567
- Participant contributions
- $1,345,470
- Total income / additions
- $10,289,964
- Benefits paid
- $3,969,701
- Administrative expenses
- $29,070
- Total expenses
- $3,998,771
- Net increase / (decrease)
- $6,291,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $27,662 | $0 |
| New Pinnacle Consulting Group, LLC | TPA | $1,608 | not reported in the loaded dataset |