2023 Form 5500 filing — North Shore Hebrew Academy Defined Contribution 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 20241007130816NAL0015206897001) for North Shore Hebrew Academy Defined Contribution Retirement Plan, reported by North Shore Hebrew Academy under EIN 11-2200920 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007130816NAL0015206897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Shore Hebrew Academy
- EIN
- 11-2200920
- Plan number
- 001
- Location
- Great Neck, NY
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,030,249
- Net assets (EOY)
- $32,030,249
- Employer contributions
- $271,588
- Participant contributions
- $566,163
- Total income / additions
- $4,699,080
- Benefits paid
- $764,206
- Administrative expenses
- $24,089
- Total expenses
- $788,295
- Net increase / (decrease)
- $3,910,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Insur & Annu Assoc Of Amer | not reported in the loaded dataset | $13,093 | $0 |
| Global Retirement Partners | not reported in the loaded dataset | $10,232 | $0 |