2023 Form 5500 filing — William Penn Charter School Defined Contribution 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 20241015141312NAL0048335056001) for William Penn Charter School Defined Contribution Plan, reported by William Penn Charter School Overseers Of The Public School under EIN 23-0953760 and plan number 001. It reports 521 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)$69.8MReported net assets$69,778,090

Participants521

Provider compensation$20.4K2 Schedule C row(s)$20,443

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015141312NAL0048335056001
Plan sponsor: William Penn Charter School Overseers Of The Public School
EIN: 23-0953760
Plan number: 001
Location: Philadelphia, PA
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)$69.8M total assets

Net assets$69.8MLiabilities$0

Money in vs. money out

Total income / additions$12.4M

Total expenses$4.8M

Benefits paid / distributions$4.8M

Contributions

Employer$1.5M

Participant$1.1M

Full reported line items

Total assets (EOY): $69,778,090
Total liabilities (EOY): $0
Net assets (EOY): $69,778,090
Employer contributions: $1,454,875
Participant contributions: $1,111,591
Total income / additions: $12,354,691
Benefits paid: $4,770,855
Administrative expenses: $20,443
Total expenses: $4,791,298
Net increase / (decrease): $7,563,393

Schedule C

Reported service provider compensation

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

1
Resources Investment Advisors, Inc.$20K
INVESTMENT ADVISOR · Direct $20K
2
Tiaa-Teachers Insurance And Annuity$443
NONE · Direct $443 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141312NAL0048335056001 cover?: It is the 2023 Form 5500 filing for William Penn Charter School Defined Contribution Plan, reported by William Penn Charter School Overseers Of The Public School (EIN 23-0953760).
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).