2023 Form 5500 filing — The Calais School 401(K) 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 20250310122240NAL0009733939001) for The Calais School 401(K) Plan, reported by The Calais School under EIN 22-1903027 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310122240NAL0009733939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Calais School
- EIN
- 22-1903027
- Plan number
- 003
- Location
- Whippany, NJ
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,964,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,964,272
- Employer contributions
- $251,874
- Participant contributions
- $166,911
- Total income / additions
- $911,621
- Benefits paid
- $179,249
- Administrative expenses
- $16,262
- Total expenses
- $195,511
- Net increase / (decrease)
- $716,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORD KEEPER | $15,064 | $0 |
| Ameriprise Financial | ADVISOR | $0 | $5,883 |
| Red Bank Pension Services, Inc. | TPA | $1,400 | $2,370 |
| Empower Advisory Group | INV. MGR | $1,839 | not reported in the loaded dataset |