2023 Form 5500 filing — Third Sector New England, Inc. 403b Dc 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 20250127110601NAL0007154307001) for Third Sector New England, Inc. 403b Dc Plan, reported by Third Sector New England, Inc. under EIN 04-2261109 and plan number 002. It reports 979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127110601NAL0007154307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Third Sector New England, Inc.
- EIN
- 04-2261109
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,774,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,774,334
- Employer contributions
- $1,472,177
- Participant contributions
- $2,097,409
- Total income / additions
- $10,261,175
- Benefits paid
- $2,117,655
- Administrative expenses
- $58,374
- Total expenses
- $2,176,029
- Net increase / (decrease)
- $8,085,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Mhm, LLC | NONE | $23,505 | not reported in the loaded dataset |
| Westland Gate Capital, LLC | NONE | $21,892 | not reported in the loaded dataset |
| Tiaa | NONE | $12,977 | $0 |