2023 Form 5500 filing — Nashoba Brooks School Of Concord Dc 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 20241009100933NAL0030880384001) for Nashoba Brooks School Of Concord Dc Retirement Plan, reported by Nashoba Brooks School Of Concord under EIN 04-2103947 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100933NAL0030880384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nashoba Brooks School Of Concord
- EIN
- 04-2103947
- Plan number
- 001
- Location
- Concord, MA
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,628,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,628,169
- Employer contributions
- $282,187
- Participant contributions
- $415,467
- Total income / additions
- $3,402,615
- Benefits paid
- $512,436
- Administrative expenses
- $14,511
- Total expenses
- $526,947
- Net increase / (decrease)
- $2,875,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $20,193 | not reported in the loaded dataset |