Solomon Schechter Day School Defined Contribution Retirement Plan — Form 5500 plan (Solomon Schechter Day 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, Solomon Schechter Day School Defined Contribution Retirement Plan is a benefit plan reported by Solomon Schechter Day School under EIN 04-2303212 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $29,638,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solomon Schechter Day School
- EIN
- 04-2303212
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $29,638,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20240717120742NAL0004338625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,638,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,638,935
- Net assets (BOY)
- $26,232,437
Income & contributions
- Employer contributions
- $360,655
- Participant contributions
- $779,335
- Total contributions
- $1,144,663
- Total income / additions
- $4,904,385
Expenses & distributions
- Benefits paid
- $1,489,188
- Administrative expenses
- $8,699
- Total expenses
- $1,497,887
- Net increase / (decrease)
- $3,406,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kahn, Litwin, Renza & Co. | AUDITOR | $6,750 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $1,700 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $250 | $0 | 2023 |