Le Jardin Academy 403(B) Dc Plan — Form 5500 plan (Le Jardin Academy)
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, Le Jardin Academy 403(B) Dc Plan is a benefit plan reported by Le Jardin Academy under EIN 99-0146978 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $22,182,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Le Jardin Academy
- EIN
- 99-0146978
- Plan number
- 001
- Plan type
- 2
- Location
- Kailua, HI
- Latest filing year
- 2023
- Participants
- 349
- End-of-year plan assets
- $22,182,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 349 | H, C | 20241015205408NAL0030897761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,182,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,182,860
- Net assets (BOY)
- $18,552,300
Income & contributions
- Employer contributions
- $814,653
- Participant contributions
- $545,100
- Total contributions
- $1,359,753
- Total income / additions
- $4,433,527
Expenses & distributions
- Benefits paid
- $802,762
- Administrative expenses
- $205
- Total expenses
- $802,967
- Net increase / (decrease)
- $3,630,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $205 | $0 | 2023 |