What is the latest Form 5500 filing year for Doctor Richard Izquierdo Health And Science Charter School?

The latest loaded Form 5500 filing year for Doctor Richard Izquierdo Health And Science Charter School is 2023.

Doctor Richard Izquierdo Health And Science Charter School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Doctor Richard Izquierdo Health And Science Charter School (EIN 27-1766995) is a plan sponsor located in Bronx, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-1766995
Location: Bronx, NY
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Doctor Richard Izquierdo Health And Science Charter School

2 loaded plans hold $3.8M in reported assets.
The largest, Dr. Richard Izquierdo Health And Science Charter School 403(B) Plan, holds 100% of this company's reported plan assets.
Plans cover 353 reported participants.
1 of 2 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.8MSummed across loaded plans$3,813,852

Total reported assets$3.8M$3,813,852

Total reported participants353

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets

Net assets$3.8MLiabilities$0

Contributions & income

Employer contributions$130.3K

Participant contributions$459.5K

Total income / additions$1M

Expenses & distributions

Benefits paid / distributions$588.3K

Total expenses$607.4K

Net increase / (decrease)$429.9K

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Dr. Richard Izquierdo Health And Science Charter School 403(B) Plan

Participants per plan177Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Dr. Richard Izquierdo Health And Science Charter School 403(B) Plan$3.8M
Plan #001 · 249 participants · 2023
2
Dr. Richard Izquierdo Health & Science Charter School Health Reimbursement Arrangement Plannot reported in the loaded dataset
Plan #501 · 104 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Doctor Richard Izquierdo Health And Science Charter School. Open one for its full reported snapshot.

2023
Dr. Richard Izquierdo Health & Science Charter School Health Reimbursement Arrangement Plan104 participants · 2No schedules
View filing →
2023
Dr. Richard Izquierdo Health And Science Charter School 403(B) Plan249 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Doctor Richard Izquierdo Health And Science Charter School report on Form 5500?: Doctor Richard Izquierdo Health And Science Charter School (EIN 27-1766995) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Doctor Richard Izquierdo Health And Science Charter School?: The Employer Identification Number (EIN) reported for Doctor Richard Izquierdo Health And Science Charter School is 27-1766995.
What is the latest Form 5500 filing year for Doctor Richard Izquierdo Health And Science Charter School?: The latest loaded Form 5500 filing year for Doctor Richard Izquierdo Health And Science Charter School is 2023.