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THE BROOKLYN WALDORF SCHOOL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE BROOKLYN WALDORF SCHOOL 403(B) RETIREMENT PLAN
Plan identification number 002

THE BROOKLYN WALDORF SCHOOL 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE BROOKLYN WALDORF SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE BROOKLYN WALDORF SCHOOL
Employer identification number (EIN):800329417
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BROOKLYN WALDORF SCHOOL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01COREY MCBETH2024-10-09
0022022-07-01COREY MCBETH2023-12-14
0022021-07-01ANNIE NG2023-03-16
0022020-07-01ANNIE NG2022-03-21
0022020-07-01ANNIE NG2022-05-11
0022019-07-01ONSY ELSHAMY2020-12-08
0022018-07-01DENESE GIORDANO2019-11-13

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