Spaulding Academy & Family Services 403(B) Retirement Plan — Form 5500 plan (Spaulding Academy & Family Services)
Plain-English plan 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, Spaulding Academy & Family Services 403(B) Retirement Plan is a benefit plan reported by Spaulding Academy & Family Services under EIN 02-0244216 and plan number 003. The latest loaded filing year is 2023. The filing reports 358 participants and $8,217,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spaulding Academy & Family Services
- EIN
- 02-0244216
- Plan number
- 003
- Plan type
- 2
- Location
- Northfield, NH
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $8,217,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241015135142NAL0028644145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,217,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,217,480
- Net assets (BOY)
- $6,756,384
Income & contributions
- Employer contributions
- $512,658
- Participant contributions
- $463,095
- Total contributions
- $1,116,224
- Total income / additions
- $2,267,552
Expenses & distributions
- Benefits paid
- $770,365
- Administrative expenses
- $36,091
- Total expenses
- $806,456
- Net increase / (decrease)
- $1,461,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services, Inc. | NONE | $18,267 | $0 | 2023 |
| Independence Financial Advisor | NONE | $18,063 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spaulding Academy & Family Services
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Northfield, NH
- Epic Retirement Plan Services, Inc. — Schedule C compensation
- Independence Financial Advisor — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation