Groton School 403(B) Defined Contribution Retirement Plan — Form 5500 plan (Groton 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, Groton School 403(B) Defined Contribution Retirement Plan is a benefit plan reported by Groton School under EIN 04-2104265 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $80,303,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Groton School
- EIN
- 04-2104265
- Plan number
- 001
- Plan type
- 2
- Location
- Groton, MA
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $80,303,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20240806094807NAL0001288355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,303,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,303,314
- Net assets (BOY)
- $71,815,449
Income & contributions
- Employer contributions
- $1,141,761
- Participant contributions
- $1,427,692
- Total contributions
- $2,638,418
- Total income / additions
- $13,142,228
Expenses & distributions
- Benefits paid
- $4,587,734
- Administrative expenses
- $66,629
- Total expenses
- $4,654,363
- Net increase / (decrease)
- $8,487,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $48,223 | $0 | 2023 |
| Fiducient Advisors, LLC | NONE | $16,250 | not reported in the loaded dataset | 2023 |