The Russian School Of Mathematics 401(K) Plan — Form 5500 plan (The Russian School Of Mathematics)
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 Russian School Of Mathematics 401(K) Plan is a benefit plan reported by The Russian School Of Mathematics under EIN 04-3408996 and plan number 001. The latest loaded filing year is 2023. The filing reports 705 participants and $23,426,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Russian School Of Mathematics
- EIN
- 04-3408996
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 705
- End-of-year plan assets
- $23,426,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 705 | H, C | 20240604161412NAL0009507299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,426,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,426,193
- Net assets (BOY)
- $16,891,012
Income & contributions
- Employer contributions
- $1,083,184
- Participant contributions
- $2,891,512
- Total contributions
- $4,047,446
- Total income / additions
- $6,922,413
Expenses & distributions
- Benefits paid
- $272,969
- Administrative expenses
- $114,263
- Total expenses
- $387,232
- Net increase / (decrease)
- $6,535,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY | $94,114 | $6,953 | 2023 |
| Equitable Advisors LLC | SERVICE PROVIDER | $10,430 | $48,568 | 2023 |
| The Angell Pension Group | TPA | $9,722 | $0 | 2023 |