Kennedy-Donovan Center, Inc. Retirement Savings Plan — Form 5500 plan (Kennedy-Donovan Center, 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, Kennedy-Donovan Center, Inc. Retirement Savings Plan is a benefit plan reported by Kennedy-Donovan Center, Inc. under EIN 04-2519028 and plan number 002. The latest loaded filing year is 2023. The filing reports 486 participants and $8,334,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kennedy-Donovan Center, Inc.
EIN
04-2519028
Plan number
002
Plan type
2
Location
Foxboro, MA
Latest filing year
2023
Participants
486
End-of-year plan assets
$8,334,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023486H, C20250404093831NAL0011725313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,334,217
Total liabilities (EOY)
$0
Net assets (EOY)
$8,334,217
Net assets (BOY)
$7,022,625

Income & contributions

Employer contributions
$153,140
Participant contributions
$628,701
Total contributions
$800,199
Total income / additions
$1,985,696

Expenses & distributions

Benefits paid
$628,381
Administrative expenses
$45,723
Total expenses
$674,104
Net increase / (decrease)
$1,311,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$33,673$02023
Global Retirement PartnersNONE$12,000not reported in the loaded dataset2023

Related Form 5500 pages