2023 Form 5500 filing — The Fessenden School 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 20250313121806NAL0020667905001) for The Fessenden School Retirement Plan, reported by The Fessenden School under EIN 04-2103574 and plan number 002. It reports 546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313121806NAL0020667905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Fessenden School
- EIN
- 04-2103574
- Plan number
- 002
- Location
- West Newton, MA
- Participants
- 546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,894,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,894,003
- Employer contributions
- $1,221,192
- Participant contributions
- $1,369,740
- Total income / additions
- $8,749,337
- Benefits paid
- $1,598,512
- Administrative expenses
- $12,826
- Total expenses
- $1,615,758
- Net increase / (decrease)
- $7,133,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $7,314 | $0 |
| Citrin Cooperman & Company | N/A | $5,512 | not reported in the loaded dataset |