2023 Form 5500 filing — Eugenio Maria De Hostos Charter School 403(B) 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 20241015091840NAL0014298851001) for Eugenio Maria De Hostos Charter School 403(B) Plan, reported by Eugenio Maria De Hostos Charter School under EIN 16-1588384 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091840NAL0014298851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eugenio Maria De Hostos Charter School
- EIN
- 16-1588384
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,535,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,535,443
- Employer contributions
- $78,734
- Participant contributions
- $100,475
- Total income / additions
- $377,904
- Benefits paid
- $148,468
- Administrative expenses
- $0
- Total expenses
- $148,468
- Net increase / (decrease)
- $229,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust Company | RECORDKEEPER | $16,648 | $6,059 |
| Fsc Securities | INVESTMENT ADVISOR | $0 | $8,959 |
| Rimkus Marciano & Associates, Inc | TPA | $1,650 | $1,429 |
| Osaic Wealth Inc. | ADVISORY | $0 | $1,916 |