2023 Form 5500 filing — Guild Of St. Agnes Of Worcester, Inc 401(K) 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 20241011074852NAL0022372033001) for Guild Of St. Agnes Of Worcester, Inc 401(K) Plan, reported by Guild Of St. Agnes Of Worcester, Inc under EIN 04-2104267 and plan number 002. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011074852NAL0022372033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guild Of St. Agnes Of Worcester, Inc
- EIN
- 04-2104267
- Plan number
- 002
- Location
- Worcester, MA
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,045,432
- Net assets (EOY)
- $9,045,432
- Employer contributions
- $867,491
- Participant contributions
- $488,911
- Total income / additions
- $2,445,924
- Benefits paid
- $1,274,705
- Administrative expenses
- $28,300
- Total expenses
- $1,303,005
- Net increase / (decrease)
- $1,142,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $18,200 | $0 |
| First National Corporation | ADVISORY | $9,901 | not reported in the loaded dataset |