2023 Form 5500 filing — Birmingham Community Charter High School Retirement 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 20240715150626NAL0003263088001) for Birmingham Community Charter High School Retirement Plan, reported by Birmingham Community Charter High School under EIN 27-0249997 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,503,749
Participants468
Provider compensation$1.1K1 Schedule C row(s)$1,100
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715150626NAL0003263088001
Plan sponsor
Birmingham Community Charter High School
EIN
27-0249997
Plan number
001
Location
Van Nuys, CA
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)$5.5M total assets
Net assets$5.5MLiabilities
Money in vs. money out
Total income / additions$1.4M
Total expenses$445.7K
Benefits paid / distributions$432.4K
Contributions
Employer$602.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$5,503,749
Net assets (EOY)
$5,503,749
Employer contributions
$602,700
Total income / additions
$1,416,302
Benefits paid
$432,444
Administrative expenses
$13,299
Total expenses
$445,743
Net increase / (decrease)
$970,559
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715150626NAL0003263088001 cover?
It is the 2023 Form 5500 filing for Birmingham Community Charter High School Retirement Plan, reported by Birmingham Community Charter High School (EIN 27-0249997).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages