2023 Form 5500 filing — Lighthouse 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 20250404085707NAL0022508882001) for Lighthouse School Retirement Plan, reported by Lighthouse School, Inc. under EIN 04-2939326 and plan number 003. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404085707NAL0022508882001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lighthouse School, Inc.
- EIN
- 04-2939326
- Plan number
- 003
- Location
- North Chelmsford, MA
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,065,405
- Total liabilities (EOY)
- $731
- Net assets (EOY)
- $29,064,674
- Employer contributions
- $1,667,042
- Total income / additions
- $4,143,896
- Benefits paid
- $791,588
- Administrative expenses
- $149,689
- Total expenses
- $941,277
- Net increase / (decrease)
- $3,202,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockland Trust | NONE | $152,944 | $0 |