2023 Form 5500 filing — Landmark 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 20250403123909NAL0015687280001) for Landmark School 401(K) Plan, reported by Landmark School, Inc. under EIN 04-2429311 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403123909NAL0015687280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Landmark School, Inc.
- EIN
- 04-2429311
- Plan number
- 001
- Location
- Prides Crossing, MA
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,317,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,317,816
- Employer contributions
- $945,578
- Participant contributions
- $1,513,817
- Total income / additions
- $10,362,339
- Benefits paid
- $5,559,211
- Administrative expenses
- $117,636
- Total expenses
- $5,676,847
- Net increase / (decrease)
- $4,685,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $45,531 | $0 |
| Compass 360 | CONTRACT ADMIN | $18,966 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,040 | not reported in the loaded dataset |