2023 Form 5500 filing — Democracy Prep Public Schools, 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 20240917162232NAL0001220483001) for Democracy Prep Public Schools, 403(B) Retirement Plan, reported by Democracy Prep Public Schools, Inc. under EIN 20-2629354 and plan number 001. It reports 1,732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917162232NAL0001220483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Democracy Prep Public Schools, Inc.
- EIN
- 20-2629354
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,173,861
- Net assets (EOY)
- $42,173,861
- Employer contributions
- $1,075,426
- Participant contributions
- $1,961,908
- Total income / additions
- $9,245,289
- Benefits paid
- $4,659,387
- Administrative expenses
- $288,153
- Total expenses
- $4,951,634
- Net increase / (decrease)
- $4,293,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The David J Yvars Group | INVESTMENT ADVISORY | $229,495 | not reported in the loaded dataset |
| The David J. Yvars Group | NONE | $115,163 | not reported in the loaded dataset |
| The David J. Yvars Group | NONE | $90,129 | not reported in the loaded dataset |
| The David J. Yvars Group | NONE | $73,172 | not reported in the loaded dataset |
| The David J. Yvars Group | NONE | $57,399 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $44,650 | not reported in the loaded dataset |
| Capital Research Management Co. | NONE | $19,880 | $0 |
| United Benefit Pensions Inc. | CONTRACT ADMIN | $14,008 | not reported in the loaded dataset |
| Capital Research Management Co. | NONE | $10,831 | $0 |
| Capital Research & Management Co. | NONE | $3,313 | not reported in the loaded dataset |
| Capital Research & Management Co. | NONE | $2,913 | not reported in the loaded dataset |