2023 Form 5500 filing — Spaulding Academy & Family Services 403(B) 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 20241015135142NAL0028644145001) for Spaulding Academy & Family Services 403(B) Retirement Plan, reported by Spaulding Academy & Family Services under EIN 02-0244216 and plan number 003. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135142NAL0028644145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spaulding Academy & Family Services
- EIN
- 02-0244216
- Plan number
- 003
- Location
- Northfield, NH
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,217,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,217,480
- Employer contributions
- $512,658
- Participant contributions
- $463,095
- Total income / additions
- $2,267,552
- Benefits paid
- $770,365
- Administrative expenses
- $36,091
- Total expenses
- $806,456
- Net increase / (decrease)
- $1,461,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services, Inc. | NONE | $18,267 | $0 |
| Independence Financial Advisor | NONE | $18,063 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 |