2023 Form 5500 filing — Charter School 401(K) 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 20240916155405NAL0002365712001) for Charter School 401(K) Retirement Plan, reported by Charter School Associates, Inc. under EIN 31-1819379 and plan number 333. It reports 1,577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916155405NAL0002365712001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Charter School Associates, Inc.
- EIN
- 31-1819379
- Plan number
- 333
- Location
- Coral Springs, FL
- Participants
- 1,577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,171,154
- Net assets (EOY)
- $9,171,154
- Employer contributions
- $236,560
- Participant contributions
- $1,400,250
- Total income / additions
- $2,797,502
- Benefits paid
- $928,451
- Administrative expenses
- $97,667
- Total expenses
- $1,026,118
- Net increase / (decrease)
- $1,771,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $55,979 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLA | $28,681 | not reported in the loaded dataset |
| Templeton & Company Llp | AUDIT | $7,500 | not reported in the loaded dataset |
| 316 Fiduciary Services Corporatio | PLAN ADMINISTRATOR | $5,507 | not reported in the loaded dataset |