2023 Form 5500 filing — Middlesex School 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 20250613100722NAL0017489857001) for Middlesex School Savings Plan, reported by Middlesex School under EIN 04-2103821 and plan number 003. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613100722NAL0017489857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Middlesex School
- EIN
- 04-2103821
- Plan number
- 003
- Location
- Concord, MA
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,829,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,829,137
- Participant contributions
- $1,276,146
- Total income / additions
- $5,097,844
- Benefits paid
- $508,991
- Administrative expenses
- $31,125
- Total expenses
- $540,116
- Net increase / (decrease)
- $4,557,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $31,125 | $0 |