2023 Form 5500 filing — The Pike School, Inc. 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 20241009094452NAL0010495923001) for The Pike School, Inc. Retirement Plan, reported by The Pike School, Inc. under EIN 04-2104832 and plan number 122. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009094452NAL0010495923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pike School, Inc.
- EIN
- 04-2104832
- Plan number
- 122
- Location
- Andover, MA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,822,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,822,035
- Employer contributions
- $487,846
- Participant contributions
- $674,414
- Total income / additions
- $5,467,824
- Benefits paid
- $720,631
- Administrative expenses
- $45,981
- Total expenses
- $766,612
- Net increase / (decrease)
- $4,701,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Financial Advisors, LLC | ADVISOR | $19,950 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $13,193 | $0 |
| Caron & Bletzer, Pllc | AUDITOR | $11,800 | not reported in the loaded dataset |