Neda 401(K) Plan — Form 5500 plan (New England Deaconess Association)
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, Neda 401(K) Plan is a benefit plan reported by New England Deaconess Association under EIN 04-2104763 and plan number 001. The latest loaded filing year is 2023. The filing reports 913 participants and $18,296,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Deaconess Association
- EIN
- 04-2104763
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 913
- End-of-year plan assets
- $18,296,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 913 | H, C | 20241011134618NAL0022864673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,296,511
- Total liabilities (EOY)
- $25,201
- Net assets (EOY)
- $18,271,310
- Net assets (BOY)
- $15,763,036
Income & contributions
- Employer contributions
- $890,603
- Participant contributions
- $1,311,885
- Total contributions
- $2,319,013
- Total income / additions
- $4,615,220
Expenses & distributions
- Benefits paid
- $1,952,191
- Administrative expenses
- $90,797
- Total expenses
- $2,106,946
- Net increase / (decrease)
- $2,508,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $76,005 | not reported in the loaded dataset | 2023 |
| Mayflower Financial Advisors, LLC. | NONE | $14,792 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $6,992 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New England Deaconess Association
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Concord, MA
- Stancorp Financial Group — Schedule C compensation
- Mayflower Financial Advisors, LLC. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation