Minnieland 401(K) Plan — Form 5500 plan (Minnieland Private Day School, Inc.)
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, Minnieland 401(K) Plan is a benefit plan reported by Minnieland Private Day School, Inc. under EIN 54-0954290 and plan number 001. The latest loaded filing year is 2023. The filing reports 809 participants and $11,449,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minnieland Private Day School, Inc.
- EIN
- 54-0954290
- Plan number
- 001
- Plan type
- 2
- Location
- Woodbridge, VA
- Latest filing year
- 2023
- Participants
- 809
- End-of-year plan assets
- $11,449,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 809 | H, C | 20241007104549NAL0030631378001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,449,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,449,203
- Net assets (BOY)
- $9,701,344
Income & contributions
- Employer contributions
- $232,524
- Participant contributions
- $459,328
- Total contributions
- $696,835
- Total income / additions
- $2,728,661
Expenses & distributions
- Benefits paid
- $931,844
- Administrative expenses
- $53,994
- Total expenses
- $980,802
- Net increase / (decrease)
- $1,747,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,869 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $22,524 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,601 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Minnieland Private Day School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Woodbridge, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation