Solomon Schechter Day School Of Bergen County 403(B) Plan — Form 5500 plan (Solomon Schechter Day School Of Bergen County)
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 Of Bergen County 403(B) Plan is a benefit plan reported by Solomon Schechter Day School Of Bergen County under EIN 23-7370024 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $7,835,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solomon Schechter Day School Of Bergen County
- EIN
- 23-7370024
- Plan number
- 001
- Plan type
- 2
- Location
- New Milford, NJ
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $7,835,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241010123749NAL0035703184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,835,223
- Net assets (EOY)
- $7,835,223
- Net assets (BOY)
- $6,775,550
Income & contributions
- Employer contributions
- $232,800
- Participant contributions
- $351,234
- Total contributions
- $590,050
- Total income / additions
- $1,707,877
Expenses & distributions
- Benefits paid
- $617,297
- Administrative expenses
- $30,907
- Total expenses
- $648,204
- Net increase / (decrease)
- $1,059,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,284 | not reported in the loaded dataset | 2023 |
| Hightower Advisors, LLC | INVESTMENT ADVISORS | not reported in the loaded dataset | $16,096 | 2023 |
| Intac Actuarial Services | CONTRACT ADMINISTRATOR | $7,467 | $3,195 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Solomon Schechter Day School Of Bergen County
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in New Milford, NJ
- Principal Life Insurance Company — Schedule C compensation
- Hightower Advisors, LLC — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation