Landmark School 401(K) Plan — Form 5500 plan (Landmark 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, Landmark School 401(K) Plan is a benefit plan reported by Landmark School, Inc. under EIN 04-2429311 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $54,317,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Landmark School, Inc.
- EIN
- 04-2429311
- Plan number
- 001
- Plan type
- 2
- Location
- Prides Crossing, MA
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $54,317,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20250403123909NAL0015687280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,317,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,317,816
- Net assets (BOY)
- $49,632,324
Income & contributions
- Employer contributions
- $945,578
- Participant contributions
- $1,513,817
- Total contributions
- $3,094,173
- Total income / additions
- $10,362,339
Expenses & distributions
- Benefits paid
- $5,559,211
- Administrative expenses
- $117,636
- Total expenses
- $5,676,847
- Net increase / (decrease)
- $4,685,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $45,531 | $0 | 2023 |
| Compass 360 | CONTRACT ADMIN | $18,966 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Landmark School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Prides Crossing, MA
- Commonwealth Equity Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Compass 360 — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation