Lighthouse School Retirement Plan — Form 5500 plan (Lighthouse 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, Lighthouse School Retirement Plan is a benefit plan reported by Lighthouse School, Inc. under EIN 04-2939326 and plan number 003. The latest loaded filing year is 2023. The filing reports 226 participants and $29,065,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lighthouse School, Inc.
EIN
04-2939326
Plan number
003
Plan type
2
Location
North Chelmsford, MA
Latest filing year
2023
Participants
226
End-of-year plan assets
$29,065,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20250404085707NAL0022508882001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,065,405
Total liabilities (EOY)
$731
Net assets (EOY)
$29,064,674
Net assets (BOY)
$25,862,055

Income & contributions

Employer contributions
$1,667,042
Total contributions
$1,667,042
Total income / additions
$4,143,896

Expenses & distributions

Benefits paid
$791,588
Administrative expenses
$149,689
Total expenses
$941,277
Net increase / (decrease)
$3,202,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rockland TrustNONE$152,944$02023

Related Form 5500 pages