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, Rivermead 403(B) Plan is a benefit plan reported by Peterborough Retirement Community At Upland Farm, Inc. under EIN 02-0446675 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $8,072,574 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,072,574
- Total liabilities (EOY)
- $624
- Net assets (EOY)
- $8,071,950
- Net assets (BOY)
- $6,815,317
Income & contributions
- Employer contributions
- $323,359
- Participant contributions
- $656,632
- Total contributions
- $1,090,751
- Total income / additions
- $2,173,383
Expenses & distributions
- Benefits paid
- $869,391
- Administrative expenses
- $45,701
- Total expenses
- $916,750
- Net increase / (decrease)
- $1,256,633