New England Institute Of Technology Tax Sheltered Annuity Matching Plan — Form 5500 plan (New England Institute Of Technology)
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, New England Institute Of Technology Tax Sheltered Annuity Matching Plan is a benefit plan reported by New England Institute Of Technology under EIN 05-0312747 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $80,577,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Institute Of Technology
- EIN
- 05-0312747
- Plan number
- 001
- Plan type
- 2
- Location
- East Greenwich, RI
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $80,577,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20240930113316NAL0005622033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,577,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,577,272
- Net assets (BOY)
- $70,605,272
Income & contributions
- Employer contributions
- $865,373
- Participant contributions
- $1,787,362
- Total contributions
- $2,725,177
- Total income / additions
- $15,257,108
Expenses & distributions
- Benefits paid
- $5,218,426
- Administrative expenses
- $66,682
- Total expenses
- $5,285,108
- Net increase / (decrease)
- $9,972,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Disanto Priest & Co. | ACCOUNTANT/AUDITOR | $29,250 | not reported in the loaded dataset | 2023 |
| Fiduciary Investment Advisors | CONSULTANT | $24,954 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONSULTANT | $11,403 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $300 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New England Institute Of Technology
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in East Greenwich, RI
- Disanto Priest & Co. — Schedule C compensation
- Fiduciary Investment Advisors — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation