The Carroll School Retirement Plan — Form 5500 plan (The Carroll School)
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 Carroll School Retirement Plan is a benefit plan reported by The Carroll School under EIN 04-2145258 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $31,842,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Carroll School
- EIN
- 04-2145258
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, MA
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $31,842,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20240717111039NAL0007056464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,842,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,842,690
- Net assets (BOY)
- $27,570,491
Income & contributions
- Employer contributions
- $653,226
- Participant contributions
- $1,554,204
- Total contributions
- $2,262,671
- Total income / additions
- $7,485,607
Expenses & distributions
- Benefits paid
- $3,174,038
- Administrative expenses
- $39,370
- Total expenses
- $3,213,408
- Net increase / (decrease)
- $4,272,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $38,857 | $30,252 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $505 | $0 | 2023 |