The Calais School 401(K) Plan — Form 5500 plan (The Calais School)
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 Calais School 401(K) Plan is a benefit plan reported by The Calais School under EIN 22-1903027 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $2,964,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Calais School
- EIN
- 22-1903027
- Plan number
- 003
- Plan type
- 2
- Location
- Whippany, NJ
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $2,964,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20250310122240NAL0009733939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,964,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,964,272
- Net assets (BOY)
- $2,248,162
Income & contributions
- Employer contributions
- $251,874
- Participant contributions
- $166,911
- Total contributions
- $542,809
- Total income / additions
- $911,621
Expenses & distributions
- Benefits paid
- $179,249
- Administrative expenses
- $16,262
- Total expenses
- $195,511
- Net increase / (decrease)
- $716,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORD KEEPER | $15,064 | $0 | 2023 |
| Ameriprise Financial | ADVISOR | $0 | $5,883 | 2023 |
| Red Bank Pension Services, Inc. | TPA | $1,400 | $2,370 | 2023 |
| Empower Advisory Group | INV. MGR | $1,839 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Calais School
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Whippany, NJ
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Ameriprise Financial — Schedule C compensation
- Red Bank Pension Services, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation