Ethos Retirement Plan — Form 5500 plan (Southwest Boston Senior Svcs Inc. D/B/A Ethos)
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, Ethos Retirement Plan is a benefit plan reported by Southwest Boston Senior Svcs Inc. D/B/A Ethos under EIN 23-7304163 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $6,574,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Boston Senior Svcs Inc. D/B/A Ethos
- EIN
- 23-7304163
- Plan number
- 002
- Plan type
- 2
- Location
- Jamaica Plain, MA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $6,574,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240711162135NAL0009545043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,574,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,574,816
- Net assets (BOY)
- $5,649,762
Income & contributions
- Employer contributions
- $75,773
- Participant contributions
- $295,478
- Total contributions
- $373,622
- Total income / additions
- $1,308,171
Expenses & distributions
- Benefits paid
- $358,058
- Administrative expenses
- $25,059
- Total expenses
- $383,117
- Net increase / (decrease)
- $925,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $10,000 | 2023 |