2023 Form 5500 filing — Center For Responsive Schools, Inc. 403(B) 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 20241014102155NAL0027014129001) for Center For Responsive Schools, Inc. 403(B) Plan, reported by Center For Responsive Schools, Inc. under EIN 04-2733471 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102155NAL0027014129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Center For Responsive Schools, Inc.
- EIN
- 04-2733471
- Plan number
- 001
- Location
- Turners Falls, MA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,519,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,519,691
- Employer contributions
- $143,524
- Participant contributions
- $231,113
- Total income / additions
- $1,297,933
- Benefits paid
- $483,622
- Administrative expenses
- $16,354
- Total expenses
- $501,663
- Net increase / (decrease)
- $796,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,476 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $7,319 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $300 | $649 |
| Admin Partners LLC | CONTRACT ADMIN | -$93 | $490 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $78 | not reported in the loaded dataset |