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WALDORF SCHOOL OF GARDEN CITY 403(B) TDA PLAN 401k Plan overview

Plan NameWALDORF SCHOOL OF GARDEN CITY 403(B) TDA PLAN
Plan identification number 002

WALDORF SCHOOL OF GARDEN CITY 403(B) TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE WALDORF SCHOOL OF GARDEN CITY has sponsored the creation of one or more 401k plans.

Company Name:THE WALDORF SCHOOL OF GARDEN CITY
Employer identification number (EIN):111855654
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALDORF SCHOOL OF GARDEN CITY 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01RAMONA OWENS2014-04-11
0022011-07-01GUY DIPIETRO2013-04-15
0022010-07-01GUY DIPIETRO2012-04-16

Financial Data on WALDORF SCHOOL OF GARDEN CITY 403(B) TDA PLAN

Measure Date Value
2025 : WALDORF SCHOOL OF GARDEN CITY 403(B) TDA PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-11779728
Net assets as of the end of the plan year2025-04-116976341
Total assets as of the beginning of the plan year2025-04-116526411
Value of plan covered by a fidelity bond2025-04-11500000
Participant contributions to plan in this plan year2025-04-11290992
Value of participant loans at end of plan year2025-04-118887
Other expenses paid from plan in this plan year2025-04-1175
Other contributions to plan in this plan year2025-04-11182052
Other income to plan in this plan year2025-04-11756614
Plan net income in this plan year2025-04-11449930
Net assets as of the end of the plan year2025-04-116976341
Net assets as of the beginning of the plan year2025-04-116526411
2023 : WALDORF SCHOOL OF GARDEN CITY 403(B) TDA PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-04-1778598
Net assets as of the end of the plan year2023-04-175791229
Total assets as of the beginning of the plan year2023-04-176120311
Value of plan covered by a fidelity bond2023-04-17500000
Participant contributions to plan in this plan year2023-04-17227447
Value of participant loans at end of plan year2023-04-172161
Other income to plan in this plan year2023-04-17-477931
Plan net income in this plan year2023-04-17-329082
Net assets as of the end of the plan year2023-04-175791229
Net assets as of the beginning of the plan year2023-04-176120311

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