2023 Form 5500 filing — Aeci Charter Schools Network 401(K) 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 20241011085706NAL0012302515001) for Aeci Charter Schools Network 401(K) Plan, reported by Aeci Charter Schools Network under EIN 83-3411878 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085706NAL0012302515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aeci Charter Schools Network
- EIN
- 83-3411878
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,012,735
- Net assets (EOY)
- $4,012,735
- Employer contributions
- $237,845
- Participant contributions
- $514,879
- Total income / additions
- $1,458,503
- Benefits paid
- $389,896
- Administrative expenses
- $15,137
- Total expenses
- $405,033
- Net increase / (decrease)
- $1,053,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,901 | $0 |
| Wells Thomas, LLC | THIRD PARTY ADMINISTRATOR | $750 | $0 |
| Cap Group Retirement Plan Services | RECORDKEEPER | $388 | $0 |