2023 Form 5500 filing — Golda Och Academy 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240415141120NAL0001949585001) for Golda Och Academy 401(K) Plan, reported by Golda Och Academy under EIN 22-1779887 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240415141120NAL0001949585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golda Och Academy
- EIN
- 22-1779887
- Plan number
- 002
- Location
- West Orange, NJ
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,030,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,030,665
- Employer contributions
- $609,032
- Participant contributions
- $1,109,960
- Total income / additions
- $3,505,590
- Benefits paid
- $415,349
- Administrative expenses
- $63,936
- Total expenses
- $479,285
- Net increase / (decrease)
- $3,026,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,936 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |