Toward Independent Living And Learning Inc. Success Sharing Plan — Form 5500 plan (Toward Independent Living And Learning 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, Toward Independent Living And Learning Inc. Success Sharing Plan is a benefit plan reported by Toward Independent Living And Learning Inc. under EIN 04-2672688 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $8,246,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toward Independent Living And Learning Inc.
- EIN
- 04-2672688
- Plan number
- 001
- Plan type
- 2
- Location
- Dedham, MA
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $8,246,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20240913083504NAL0011350769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,246,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,246,712
- Net assets (BOY)
- $6,849,620
Income & contributions
- Employer contributions
- $124,228
- Participant contributions
- $845,186
- Total contributions
- $1,072,840
- Total income / additions
- $2,306,025
Expenses & distributions
- Benefits paid
- $858,845
- Administrative expenses
- $50,088
- Total expenses
- $908,933
- Net increase / (decrease)
- $1,397,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $25,088 | $0 | 2023 |
| Lions Street | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Co. | TRUSTEE | $0 | $0 | 2023 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toward Independent Living And Learning Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dedham, MA
- Oneamerica Retirement Services LLC — Schedule C compensation
- Lions Street — Schedule C compensation
- Matrix Trust Co. — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, LLC — Schedule C compensation