The Williston Northampton School Defined Contribution Retirement Plan — Form 5500 plan (The Williston Northampton School)
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, The Williston Northampton School Defined Contribution Retirement Plan is a benefit plan reported by The Williston Northampton School under EIN 04-1975990 and plan number 001. The latest loaded filing year is 2023. The filing reports 508 participants and $51,559,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Williston Northampton School
- EIN
- 04-1975990
- Plan number
- 001
- Plan type
- 2
- Location
- Easthampton, MA
- Latest filing year
- 2023
- Participants
- 508
- End-of-year plan assets
- $51,559,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 508 | H, C | 20240723171111NAL0007561443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,559,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,559,590
- Net assets (BOY)
- $46,312,501
Income & contributions
- Employer contributions
- $985,616
- Participant contributions
- $1,136,314
- Total contributions
- $2,221,541
- Total income / additions
- $9,379,874
Expenses & distributions
- Benefits paid
- $4,052,606
- Administrative expenses
- $80,179
- Total expenses
- $4,132,785
- Net increase / (decrease)
- $5,247,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | SERVICE PROVIDER | $13,857 | not reported in the loaded dataset | 2023 |
| Angell Pension Group | SERVICE PROVIDER | $7,000 | not reported in the loaded dataset | 2023 |