2023 Form 5500 filing — Action For Boston Community Development Tax-Sheltered Annuity 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 20241015121056NAL0028349089001) for Action For Boston Community Development Tax-Sheltered Annuity Plan, reported by Action For Boston Community Development under EIN 04-2304133 and plan number 002. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$46.3MReported net assets$46,269,896
Participants777
Provider compensation$166.3K1 Schedule C row(s)$166,294
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015121056NAL0028349089001
- Plan sponsor
- Action For Boston Community Development
- EIN
- 04-2304133
- Plan number
- 002
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$46.3M total assets
Net assets$46.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $46,269,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,269,896
- Participant contributions
- $2,712,389
- Total income / additions
- $8,105,453
- Benefits paid
- $4,748,347
- Administrative expenses
- $166,294
- Total expenses
- $4,964,185
- Net increase / (decrease)
- $3,141,268
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $166,294 | $0 |