2023 Form 5500 filing — Kennedy-Donovan Center, Inc. Retirement Savings 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 20250404093831NAL0011725313001) for Kennedy-Donovan Center, Inc. Retirement Savings Plan, reported by Kennedy-Donovan Center, Inc. under EIN 04-2519028 and plan number 002. It reports 486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250404093831NAL0011725313001
Filing year
2023
Form type
2
Plan sponsor
Kennedy-Donovan Center, Inc.
EIN
04-2519028
Plan number
002
Location
Foxboro, MA
Participants
486
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,334,217
Total liabilities (EOY)
$0
Net assets (EOY)
$8,334,217
Employer contributions
$153,140
Participant contributions
$628,701
Total income / additions
$1,985,696
Benefits paid
$628,381
Administrative expenses
$45,723
Total expenses
$674,104
Net increase / (decrease)
$1,311,592
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$33,673$0
Global Retirement PartnersNONE$12,000not reported in the loaded dataset

Related Form 5500 pages