2023 Form 5500 filing — St. Mark'S School 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 20250408133759NAL0029823328001) for St. Mark'S School Retirement Savings Plan, reported by St. Mark'S School Of Southborough, Inc. under EIN 04-2103623 and plan number 003. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408133759NAL0029823328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Mark'S School Of Southborough, Inc.
- EIN
- 04-2103623
- Plan number
- 003
- Location
- Southborough, MA
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,713,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,713,573
- Employer contributions
- $1,334,171
- Participant contributions
- $1,203,772
- Total income / additions
- $10,081,277
- Benefits paid
- $2,963,539
- Administrative expenses
- $42,585
- Total expenses
- $3,006,124
- Net increase / (decrease)
- $7,075,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $26,972 | $0 |
| Fidelity Investments | N/A | $48 | $0 |