The Cambridge School Of Weston Tda And Dc Retirement Plan — Form 5500 plan (The Cambridge School Of Weston, Inc.)

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 Cambridge School Of Weston Tda And Dc Retirement Plan is a benefit plan reported by The Cambridge School Of Weston, Inc. under EIN 04-2103964 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $28,254,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cambridge School Of Weston, Inc.
EIN
04-2103964
Plan number
001
Plan type
2
Location
Weston, MA
Latest filing year
2023
Participants
317
End-of-year plan assets
$28,254,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20240923125440NAL0011454449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,254,128
Total liabilities (EOY)
$0
Net assets (EOY)
$28,254,128
Net assets (BOY)
$25,603,441

Income & contributions

Employer contributions
$313,243
Participant contributions
$565,845
Total contributions
$913,089
Total income / additions
$4,751,526

Expenses & distributions

Benefits paid
$2,100,759
Administrative expenses
$80
Total expenses
$2,100,839
Net increase / (decrease)
$2,650,687

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-CrefRECORDKEEPER$80$02023

Related Form 5500 pages