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, St. Mark'S School Retirement Savings Plan is a benefit plan reported by St. Mark'S School Of Southborough, Inc. under EIN 04-2103623 and plan number 003. The latest loaded filing year is 2023. The filing reports 409 participants and $51,713,573 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,713,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,713,573
- Net assets (BOY)
- $44,638,420
Income & contributions
- Employer contributions
- $1,334,171
- Participant contributions
- $1,203,772
- Total contributions
- $2,654,660
- Total income / additions
- $10,081,277
Expenses & distributions
- Benefits paid
- $2,963,539
- Administrative expenses
- $42,585
- Total expenses
- $3,006,124
- Net increase / (decrease)
- $7,075,153