2023 Form 5500 filing — Solomon Schechter Day School Of Bergen County 403(B) 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 20241010123749NAL0035703184001) for Solomon Schechter Day School Of Bergen County 403(B) Plan, reported by Solomon Schechter Day School Of Bergen County under EIN 23-7370024 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123749NAL0035703184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Solomon Schechter Day School Of Bergen County
- EIN
- 23-7370024
- Plan number
- 001
- Location
- New Milford, NJ
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,835,223
- Net assets (EOY)
- $7,835,223
- Employer contributions
- $232,800
- Participant contributions
- $351,234
- Total income / additions
- $1,707,877
- Benefits paid
- $617,297
- Administrative expenses
- $30,907
- Total expenses
- $648,204
- Net increase / (decrease)
- $1,059,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,284 | not reported in the loaded dataset |
| Hightower Advisors, LLC | INVESTMENT ADVISORS | not reported in the loaded dataset | $16,096 |
| Intac Actuarial Services | CONTRACT ADMINISTRATOR | $7,467 | $3,195 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | $0 |