North Shore Hebrew Academy Defined Contribution Retirement Plan — Form 5500 plan (North Shore Hebrew Academy)
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, North Shore Hebrew Academy Defined Contribution Retirement Plan is a benefit plan reported by North Shore Hebrew Academy under EIN 11-2200920 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $32,030,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Shore Hebrew Academy
- EIN
- 11-2200920
- Plan number
- 001
- Plan type
- 2
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $32,030,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20241007130816NAL0015206897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,030,249
- Net assets (EOY)
- $32,030,249
- Net assets (BOY)
- $28,119,464
Income & contributions
- Employer contributions
- $271,588
- Participant contributions
- $566,163
- Total contributions
- $837,751
- Total income / additions
- $4,699,080
Expenses & distributions
- Benefits paid
- $764,206
- Administrative expenses
- $24,089
- Total expenses
- $788,295
- Net increase / (decrease)
- $3,910,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teachers Insur & Annu Assoc Of Amer | not reported in the loaded dataset | $13,093 | $0 | 2023 |
| Global Retirement Partners | not reported in the loaded dataset | $10,232 | $0 | 2023 |