2023 Form 5500 filing — The Porter And Chester Institute, Inc. Retirement Fund
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 20250508100639NAL0008729539001) for The Porter And Chester Institute, Inc. Retirement Fund, reported by The Porter And Chester Institute, Inc. under EIN 06-0852205 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250508100639NAL0008729539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Porter And Chester Institute, Inc.
- EIN
- 06-0852205
- Plan number
- 001
- Location
- Rocky Hill, CT
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,519,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,519,197
- Employer contributions
- $0
- Participant contributions
- $1,108,369
- Total income / additions
- $3,036,063
- Benefits paid
- $1,719,840
- Administrative expenses
- $3,388
- Total expenses
- $1,724,668
- Net increase / (decrease)
- $1,311,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | ADVISOR | $0 | $32,874 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,444 | $0 |