2023 Form 5500 filing — Facing History And Ourselves 403(B) 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 20250415103443NAL0001433171001) for Facing History And Ourselves 403(B) Plan, reported by Facing History And Ourselves, Inc. under EIN 04-2761636 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415103443NAL0001433171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Facing History And Ourselves, Inc.
- EIN
- 04-2761636
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,959,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,959,325
- Employer contributions
- $1,024,891
- Participant contributions
- $1,583,184
- Total income / additions
- $7,062,130
- Benefits paid
- $3,435,435
- Administrative expenses
- $80,969
- Total expenses
- $3,516,404
- Net increase / (decrease)
- $3,545,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lion Street Advisors | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $33,981 | not reported in the loaded dataset |
| Reliastar Life Insurance Co | SERVICE PROVIDER | $0 | $16,439 |
| Angell Pension Group | ADMINISTRATOR | $4,179 | not reported in the loaded dataset |