Goddard House Retirement Plan — Form 5500 plan (Home For Aged Women, Inc. D/B/A Goddard House)

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, Goddard House Retirement Plan is a benefit plan reported by Home For Aged Women, Inc. D/B/A Goddard House under EIN 04-2104314 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $1,417,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Home For Aged Women, Inc. D/B/A Goddard House
EIN
04-2104314
Plan number
001
Plan type
2
Location
Brookline, MA
Latest filing year
2023
Participants
176
End-of-year plan assets
$1,417,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241104111155NAL0014439122001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,417,563
Total liabilities (EOY)
$3,416
Net assets (EOY)
$1,414,147
Net assets (BOY)
$1,112,095

Income & contributions

Employer contributions
$46,716
Participant contributions
$155,870
Total contributions
$202,586
Total income / additions
$414,256

Expenses & distributions

Benefits paid
$109,838
Administrative expenses
$2,366
Total expenses
$112,204
Net increase / (decrease)
$302,052

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$917$02023

Related Form 5500 pages