The Society For The Preservation Of New England An Defined Contribution Retirement Plan — Form 5500 plan (The Society For The Preservation Of New England Antiquities)
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 Society For The Preservation Of New England An Defined Contribution Retirement Plan is a benefit plan reported by The Society For The Preservation Of New England Antiquities under EIN 04-2104937 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $17,536,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Society For The Preservation Of New England Antiquities
- EIN
- 04-2104937
- Plan number
- 001
- Plan type
- 2
- Location
- Haverhill, MA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $17,536,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H | 20241015142034NAL0028738097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,536,665
- Net assets (EOY)
- $17,536,665
- Net assets (BOY)
- $15,002,766
Income & contributions
- Employer contributions
- $188,560
- Participant contributions
- $592,571
- Total contributions
- $797,868
- Total income / additions
- $3,163,219
Expenses & distributions
- Benefits paid
- $606,848
- Administrative expenses
- $22,472
- Total expenses
- $629,320
- Net increase / (decrease)
- $2,533,899
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.