Guild Of St. Agnes Of Worcester, Inc 401(K) Plan — Form 5500 plan (Guild Of St. Agnes Of Worcester, 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, Guild Of St. Agnes Of Worcester, Inc 401(K) Plan is a benefit plan reported by Guild Of St. Agnes Of Worcester, Inc under EIN 04-2104267 and plan number 002. The latest loaded filing year is 2023. The filing reports 409 participants and $9,045,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guild Of St. Agnes Of Worcester, Inc
EIN
04-2104267
Plan number
002
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
409
End-of-year plan assets
$9,045,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H, C20241011074852NAL0022372033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,045,432
Net assets (EOY)
$9,045,432
Net assets (BOY)
$7,902,513

Income & contributions

Employer contributions
$867,491
Participant contributions
$488,911
Total contributions
$1,359,564
Total income / additions
$2,445,924

Expenses & distributions

Benefits paid
$1,274,705
Administrative expenses
$28,300
Total expenses
$1,303,005
Net increase / (decrease)
$1,142,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$18,200$02023
First National CorporationADVISORY$9,901not reported in the loaded dataset2023

Related Form 5500 pages