The Pike School, Inc. Retirement Plan — Form 5500 plan (The Pike School, 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 Pike School, Inc. Retirement Plan is a benefit plan reported by The Pike School, Inc. under EIN 04-2104832 and plan number 122. The latest loaded filing year is 2023. The filing reports 250 participants and $32,822,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Pike School, Inc.
EIN
04-2104832
Plan number
122
Plan type
2
Location
Andover, MA
Latest filing year
2023
Participants
250
End-of-year plan assets
$32,822,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20241009094452NAL0010495923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,822,035
Total liabilities (EOY)
$0
Net assets (EOY)
$32,822,035
Net assets (BOY)
$28,120,823

Income & contributions

Employer contributions
$487,846
Participant contributions
$674,414
Total contributions
$1,183,011
Total income / additions
$5,467,824

Expenses & distributions

Benefits paid
$720,631
Administrative expenses
$45,981
Total expenses
$766,612
Net increase / (decrease)
$4,701,212

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mayflower Financial Advisors, LLCADVISOR$19,950not reported in the loaded dataset2023
TiaaRECORDKEEPER$13,193$02023
Caron & Bletzer, PllcAUDITOR$11,800not reported in the loaded dataset2023

Related Form 5500 pages