2023 Form 5500 filing — The Williamsburg Charter 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 20240802145017NAL0024233137001) for The Williamsburg Charter High School 403(B) Plan, reported by The Williamsburg Charter High School under EIN 42-1624009 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802145017NAL0024233137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Williamsburg Charter High School
- EIN
- 42-1624009
- Plan number
- 002
- Location
- Brooklyn, NY
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,649,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,649,429
- Employer contributions
- $127,482
- Participant contributions
- $305,565
- Total income / additions
- $1,177,133
- Benefits paid
- $406,731
- Administrative expenses
- $27,133
- Total expenses
- $434,925
- Net increase / (decrease)
- $742,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Westport Benefits Group | NONE | $17,742 | not reported in the loaded dataset |
| Sentinel Benefits & Financial Group | NONE | $9,391 | not reported in the loaded dataset |