2023 Form 5500 filing — Icahn Charter School Retirement Savings 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 20241001113025NAL0006997505001) for Icahn Charter School Retirement Savings Plan, reported by Icahn Charter School 1 under EIN 13-4166657 and plan number 001. It reports 465 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)$18.7MReported net assets$18,722,022
Participants465
Provider compensation$37.5K1 Schedule C row(s)$37,488
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001113025NAL0006997505001
Plan sponsor
Icahn Charter School 1
EIN
13-4166657
Plan number
001
Location
Bronx, NY
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)$18.7M total assets
Net assets$18.7MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$767.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$18,722,022
Total liabilities (EOY)
$0
Net assets (EOY)
$18,722,022
Employer contributions
$767,546
Participant contributions
$1,251,444
Total income / additions
$4,836,250
Benefits paid
$1,329,686
Administrative expenses
$37,465
Total expenses
$1,367,151
Net increase / (decrease)
$3,469,099
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $37.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001113025NAL0006997505001 cover?
It is the 2023 Form 5500 filing for Icahn Charter School Retirement Savings Plan, reported by Icahn Charter School 1 (EIN 13-4166657).
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