Section 403(B) Retirement Plan For Brooklyn Heights Montessori School — Form 5500 plan (Brooklyn Heights Montessori 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, Section 403(B) Retirement Plan For Brooklyn Heights Montessori School is a benefit plan reported by Brooklyn Heights Montessori School under EIN 11-6044329 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $7,325,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brooklyn Heights Montessori School
- EIN
- 11-6044329
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $7,325,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241015114206NAL0028226865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,325,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,325,375
- Net assets (BOY)
- $6,633,266
Income & contributions
- Employer contributions
- $281,362
- Participant contributions
- $250,286
- Total contributions
- $531,648
- Total income / additions
- $1,578,735
Expenses & distributions
- Benefits paid
- $846,406
- Administrative expenses
- $40,220
- Total expenses
- $886,626
- Net increase / (decrease)
- $692,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $23,284 | $0 | 2023 |
| Pkf O'Connor Davies Llp | NONE | $10,218 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | NONE | $6,500 | not reported in the loaded dataset | 2023 |