2023 Form 5500 filing — Carmen High School 403(B) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240411170236NAL0001286496001) for Carmen High School 403(B) Plan, reported by Carmen High School Of Science And Technology Inc. under EIN 56-2569203 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,911,550
Participants253
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240411170236NAL0001286496001
Plan sponsor
Carmen High School Of Science And Technology Inc.
EIN
56-2569203
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$440.7K
Benefits paid / distributions$434.8K
Contributions
Employer$248.7K
Participant$421.3K
Full reported line items
Total assets (EOY)
$3,911,550
Total liabilities (EOY)
$0
Net assets (EOY)
$3,911,550
Employer contributions
$248,691
Participant contributions
$421,310
Total income / additions
$1,167,609
Benefits paid
$434,750
Administrative expenses
$4,369
Total expenses
$440,694
Net increase / (decrease)
$726,915

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240411170236NAL0001286496001 cover?
It is the 2023 Form 5500 filing for Carmen High School 403(B) Plan, reported by Carmen High School Of Science And Technology Inc. (EIN 56-2569203).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages