2023 Form 5500 filing — Brilla College Prep 403(B) 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 20240909081724NAL0009963106001) for Brilla College Prep 403(B) Retirement Plan, reported by Brilla College Preparatory Charter Schools under EIN 81-3081969 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909081724NAL0009963106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brilla College Preparatory Charter Schools
- EIN
- 81-3081969
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,227,348
- Total liabilities (EOY)
- $14,150
- Net assets (EOY)
- $6,213,198
- Employer contributions
- $623,657
- Participant contributions
- $1,241,197
- Total income / additions
- $2,827,991
- Benefits paid
- $529,361
- Administrative expenses
- $34,240
- Total expenses
- $568,613
- Net increase / (decrease)
- $2,259,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins. & Annuity Co. | RECORDKEEPER | $29,165 | $0 |
| Merit Financial Group, LLC | SERVICE PROVIDER | $0 | $15,145 |
| The Benefit Practice | THIRD PARTY ADMIN | $5,075 | $2,283 |