Plan5500

2023 Form 5500 filing — Montclair Kimberley Academy Foundation Defined Contribution And Supplemental Ret. Annuity 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 20240723135138NAL0024550338001) for Montclair Kimberley Academy Foundation Defined Contribution And Supplemental Ret. Annuity Plan, reported by Montclair Kimberley Academy Foundation under EIN 23-7365263 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240723135138NAL0024550338001
Filing year
2023
Form type
2
Plan sponsor
Montclair Kimberley Academy Foundation
EIN
23-7365263
Plan number
001
Location
Montclair, NJ
Participants
643
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$99,001,424
Total liabilities (EOY)
$0
Net assets (EOY)
$99,001,424
Employer contributions
$1,545,522
Participant contributions
$1,830,169
Total income / additions
$17,255,262
Benefits paid
$6,298,847
Administrative expenses
$172,914
Total expenses
$6,471,761
Net increase / (decrease)
$10,783,501
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Resources Investment Advisors, Inc.INVESTMENT ADVISOR$69,144not reported in the loaded dataset
TiaaCONTRACT ADMIN.$48,159$0
Onedigital Investment AdvisorsINVESTMENT ADVISOR$29,360not reported in the loaded dataset
Eisneramper LlpAUDITOR$17,850not reported in the loaded dataset
Eisner Advisory Group LLCAUDITOR$8,400not reported in the loaded dataset

Related Form 5500 pages