Plan5500

Elsie Whitlow Stokes Community Freedom Public 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, Elsie Whitlow Stokes Community Freedom Public Charter School (EIN 52-2094777) is a plan sponsor located in Washington, DC with 2 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
52-2094777
Location
Washington, DC
Loaded plans
3
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 Elsie Whitlow Stokes Community Freedom Public Charter School

  • 3 loaded plans hold $5.3M in reported assets.
  • The largest, Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan, holds 61% of this company's reported plan assets.
  • Plans cover 506 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.3MSummed across loaded plans$5,281,865
Total reported assets$5.3M$5,281,865
Total reported participants506
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.3M total assets
Net assets$5.3MLiabilities—
Contributions & income
Employer contributions$298.1K
Participant contributions$166.6K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$243.7K
Total expenses$245.7K
Net increase / (decrease)$901.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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 assets61%Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan
Participants per plan169Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan$3.2M
    Plan #001 · 206 participants · 2023
  2. 2
    Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan$2.1M
    Plan #002 · 144 participants · 2023
  3. 3
    Elsie Whitlow Stokes Public Charter School Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 156 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 Elsie Whitlow Stokes Community Freedom Public Charter School. Open one for its full reported snapshot.

  1. 2023
    Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan144 participants · 2Sch I
    View filing →
  2. 2023
    Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan206 participants · 2Sch H
    View filing →
  3. 2023
    Elsie Whitlow Stokes Public Charter School Welfare Benefit Plan156 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Elsie Whitlow Stokes Community Freedom Public Charter School report on Form 5500?
Elsie Whitlow Stokes Community Freedom Public Charter School (EIN 52-2094777) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Elsie Whitlow Stokes Community Freedom Public Charter School?
The Employer Identification Number (EIN) reported for Elsie Whitlow Stokes Community Freedom Public Charter School is 52-2094777.
What is the latest Form 5500 filing year for Elsie Whitlow Stokes Community Freedom Public Charter School?
The latest loaded Form 5500 filing year for Elsie Whitlow Stokes Community Freedom Public Charter School is 2023.

Related Form 5500 pages