Agbu Manoogian-Demirdjian School 401(K) Retirement Plan — Form 5500 plan (Agbu Manoogian-Demirdjian 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, Agbu Manoogian-Demirdjian School 401(K) Retirement Plan is a benefit plan reported by Agbu Manoogian-Demirdjian School under EIN 95-3042495 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $4,511,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agbu Manoogian-Demirdjian School
- EIN
- 95-3042495
- Plan number
- 001
- Plan type
- 2
- Location
- Canoga Park, CA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $4,511,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241010152200NAL0020420497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,511,924
- Net assets (EOY)
- $4,511,924
- Net assets (BOY)
- $3,493,630
Income & contributions
- Employer contributions
- $220,151
- Participant contributions
- $310,519
- Total contributions
- $530,670
- Total income / additions
- $1,121,691
Expenses & distributions
- Benefits paid
- $75,000
- Administrative expenses
- $28,397
- Total expenses
- $103,397
- Net increase / (decrease)
- $1,018,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus, LLC | INVESTMENT ADVISOR | $15,087 | not reported in the loaded dataset | 2023 |
| Newport Group | RECORDKEEPER | $13,310 | not reported in the loaded dataset | 2023 |