Golda Och Academy 401(K) Plan — Form 5500 plan (Golda Och 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, Golda Och Academy 401(K) Plan is a benefit plan reported by Golda Och Academy under EIN 22-1779887 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $11,004,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golda Och Academy
- EIN
- 22-1779887
- Plan number
- 002
- Plan type
- 2
- Location
- West Orange, NJ
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $11,004,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20240415141120NAL0001949585001 |
| 2023 | 161 | H, C | 20250506141951NAL0014560624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,030,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,030,665
- Net assets (BOY)
- $11,004,360
Income & contributions
- Employer contributions
- $609,032
- Participant contributions
- $1,109,960
- Total contributions
- $1,878,564
- Total income / additions
- $3,505,590
Expenses & distributions
- Benefits paid
- $415,349
- Administrative expenses
- $63,936
- Total expenses
- $479,285
- Net increase / (decrease)
- $3,026,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,936 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |