2023 Form 5500 filing — Retirement Plan For Employees Of New England Donor Services, Inc.
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 20241008100041NAL0008238675001) for Retirement Plan For Employees Of New England Donor Services, Inc., reported by New England Donor Services, Inc. under EIN 81-3650975 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008100041NAL0008238675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New England Donor Services, Inc.
- EIN
- 81-3650975
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,261,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,261,816
- Employer contributions
- $1,250,135
- Participant contributions
- $2,150,249
- Total income / additions
- $10,944,213
- Benefits paid
- $3,478,769
- Administrative expenses
- $1,300
- Total expenses
- $3,480,069
- Net increase / (decrease)
- $7,464,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst. | RECORDKEEPER | $1,300 | $0 |