Middlesex School Savings Plan — Form 5500 plan (Middlesex 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, Middlesex School Savings Plan is a benefit plan reported by Middlesex School under EIN 04-2103821 and plan number 003. The latest loaded filing year is 2023. The filing reports 275 participants and $23,829,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Middlesex School
- EIN
- 04-2103821
- Plan number
- 003
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $23,829,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20250613100722NAL0017489857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,829,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,829,137
- Net assets (BOY)
- $19,271,409
Income & contributions
- Participant contributions
- $1,276,146
- Total contributions
- $1,428,856
- Total income / additions
- $5,097,844
Expenses & distributions
- Benefits paid
- $508,991
- Administrative expenses
- $31,125
- Total expenses
- $540,116
- Net increase / (decrease)
- $4,557,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $31,125 | $0 | 2023 |