2023 Form 5500 filing — New World Preparatory Charter School 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 20241014125044NAL0014951107001) for New World Preparatory Charter School 401(K) Plan, reported by New World Preparatory Charter School under EIN 27-2013987 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125044NAL0014951107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New World Preparatory Charter School
- EIN
- 27-2013987
- Plan number
- 001
- Location
- Staten Island, NY
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,364,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,364,872
- Employer contributions
- $187,725
- Participant contributions
- $298,483
- Total income / additions
- $1,020,764
- Benefits paid
- $324,405
- Administrative expenses
- $19,421
- Total expenses
- $343,826
- Net increase / (decrease)
- $676,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $11,849 | not reported in the loaded dataset |
| Lpl Financial Rpcp | INVESTMENT ADVISORY | $8,397 | not reported in the loaded dataset |
| Pension Consultants | CONTRACT ADMIN | $1,950 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $1 | not reported in the loaded dataset |