Montclair Kimberley Academy Foundation Defined Contribution And Supplemental Ret. Annuity Plan — Form 5500 plan (Montclair Kimberley Academy Foundation)
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, Montclair Kimberley Academy Foundation Defined Contribution And Supplemental Ret. Annuity Plan is a benefit plan reported by Montclair Kimberley Academy Foundation under EIN 23-7365263 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $99,001,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montclair Kimberley Academy Foundation
- EIN
- 23-7365263
- Plan number
- 001
- Plan type
- 2
- Location
- Montclair, NJ
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $99,001,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20240723135138NAL0024550338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,001,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,001,424
- Net assets (BOY)
- $88,217,923
Income & contributions
- Employer contributions
- $1,545,522
- Participant contributions
- $1,830,169
- Total contributions
- $3,657,356
- Total income / additions
- $17,255,262
Expenses & distributions
- Benefits paid
- $6,298,847
- Administrative expenses
- $172,914
- Total expenses
- $6,471,761
- Net increase / (decrease)
- $10,783,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, Inc. | INVESTMENT ADVISOR | $69,144 | not reported in the loaded dataset | 2023 |
| Tiaa | CONTRACT ADMIN. | $48,159 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $29,360 | not reported in the loaded dataset | 2023 |
| Eisneramper Llp | AUDITOR | $17,850 | not reported in the loaded dataset | 2023 |
| Eisner Advisory Group LLC | AUDITOR | $8,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montclair Kimberley Academy Foundation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Montclair, NJ
- Resources Investment Advisors, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Eisneramper Llp — Schedule C compensation
- Eisner Advisory Group LLC — Schedule C compensation