2023 Form 5500 filing — Section 403(B) Retirement Plan For William B Rice Eventide Home
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 20241015170513NAL0050598224001) for Section 403(B) Retirement Plan For William B Rice Eventide Home, reported by William B Rice Eventide Home under EIN 04-2106771 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170513NAL0050598224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William B Rice Eventide Home
- EIN
- 04-2106771
- Plan number
- 001
- Location
- Weymouth, MA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,098,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,098,358
- Employer contributions
- $99,319
- Participant contributions
- $229,978
- Total income / additions
- $632,613
- Benefits paid
- $329,050
- Administrative expenses
- $27,808
- Total expenses
- $356,858
- Net increase / (decrease)
- $275,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,405 | $0 |
| Southeastern Employee Benefit Servi | THIRD PARTY ADMINISTATOR | $3,453 | $5,207 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $7,998 | $5 |