2023 Form 5500 filing — Agbu Manoogian-Demirdjian School 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 20241010152200NAL0020420497001) for Agbu Manoogian-Demirdjian School 401(K) Retirement Plan, reported by Agbu Manoogian-Demirdjian School under EIN 95-3042495 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152200NAL0020420497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agbu Manoogian-Demirdjian School
- EIN
- 95-3042495
- Plan number
- 001
- Location
- Canoga Park, CA
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,511,924
- Net assets (EOY)
- $4,511,924
- Employer contributions
- $220,151
- Participant contributions
- $310,519
- Total income / additions
- $1,121,691
- Benefits paid
- $75,000
- Administrative expenses
- $28,397
- Total expenses
- $103,397
- Net increase / (decrease)
- $1,018,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus, LLC | INVESTMENT ADVISOR | $15,087 | not reported in the loaded dataset |
| Newport Group | RECORDKEEPER | $13,310 | not reported in the loaded dataset |