The Pingree School, Inc. 401(K) Plan — Form 5500 plan (The Pingree 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 Pingree School, Inc. 401(K) Plan is a benefit plan reported by The Pingree School, Inc. under EIN 04-2279977 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $18,260,797 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Pingree School, Inc.
EIN
04-2279977
Plan number
002
Plan type
2
Location
South Hamilton, MA
Latest filing year
2023
Participants
147
End-of-year plan assets
$18,260,797

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240917171213NAL0004484096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,260,797
Total liabilities (EOY)
$0
Net assets (EOY)
$18,260,797
Net assets (BOY)
$14,540,977

Income & contributions

Employer contributions
$686,259
Participant contributions
$733,319
Total contributions
$1,581,750
Total income / additions
$4,259,080

Expenses & distributions

Benefits paid
$473,658
Administrative expenses
$65,602
Total expenses
$539,260
Net increase / (decrease)
$3,719,820

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates IncRIA*$8,189$02023
John Hancock Life Insurance CoRECORDKEEPER$200$02023

Related Form 5500 pages