Hillel Day School Of Metropolitan Detroit Tax Shelter Annuity Plan — Form 5500 plan (Hillel Day School Of Metropolitan Detroit)
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, Hillel Day School Of Metropolitan Detroit Tax Shelter Annuity Plan is a benefit plan reported by Hillel Day School Of Metropolitan Detroit under EIN 38-1586703 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $18,290,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillel Day School Of Metropolitan Detroit
- EIN
- 38-1586703
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $18,290,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20250415075318NAL0005866258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,290,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,290,681
- Net assets (BOY)
- $15,455,334
Income & contributions
- Employer contributions
- $410,605
- Participant contributions
- $892,971
- Total contributions
- $1,332,205
- Total income / additions
- $3,592,909
Expenses & distributions
- Benefits paid
- $718,558
- Administrative expenses
- $28,343
- Total expenses
- $757,562
- Net increase / (decrease)
- $2,835,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISORY | $0 | $52,248 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,567 | $0 | 2023 |
| The Benefit Advantage, Inc. | CONTRACT ADMINISTRATOR | $1,500 | $5,443 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillel Day School Of Metropolitan Detroit
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farmington Hills, MI
- Raymond James & Associates — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- The Benefit Advantage, Inc. — Schedule C compensation