2023 Form 5500 filing — Mount Saint Mary Academy, Inc. 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529145222NAL0012347505001) for Mount Saint Mary Academy, Inc. 401(K) Retirement Plan, reported by Mount Saint Mary Academy, Inc. under EIN 22-2981173 and plan number 001. It reports 89 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.9MReported net assets$5,853,980
Participants89
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240529145222NAL0012347505001
Plan sponsor
Mount Saint Mary Academy, Inc.
EIN
22-2981173
Plan number
001
Location
Watchung, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$330.6K
Benefits paid / distributions$301.2K
Contributions
Employer$134.1K
Participant$371.6K
Full reported line items
Total assets (EOY)
$5,853,980
Total liabilities (EOY)
$0
Net assets (EOY)
$5,853,980
Employer contributions
$134,096
Participant contributions
$371,580
Total income / additions
$1,420,367
Benefits paid
$301,209
Administrative expenses
$29,373
Total expenses
$330,582
Net increase / (decrease)
$1,089,785

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529145222NAL0012347505001 cover?
It is the 2023 Form 5500 filing for Mount Saint Mary Academy, Inc. 401(K) Retirement Plan, reported by Mount Saint Mary Academy, Inc. (EIN 22-2981173).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages