2023 Form 5500 filing — Mundo Verde Bilingual Public Charter School Retirement Trust

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 20241016125340NAL0015833747001) for Mundo Verde Bilingual Public Charter School Retirement Trust, reported by Mundo Verde Bilingual Public Charter School under EIN 26-2569958 and plan number 001. It reports 315 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)$3.5MReported net assets$3,541,733
Participants315
Provider compensation$9.3K2 Schedule C row(s)$9,342
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241016125340NAL0015833747001
Plan sponsor
Mundo Verde Bilingual Public Charter School
EIN
26-2569958
Plan number
001
Location
Washington, DC
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$203.7K
Benefits paid / distributions$194.1K
Contributions
Employer$357.3K
Participant$264.9K
Full reported line items
Total assets (EOY)
$3,541,733
Total liabilities (EOY)
$0
Net assets (EOY)
$3,541,733
Employer contributions
$357,290
Participant contributions
$264,885
Total income / additions
$1,175,995
Benefits paid
$194,123
Administrative expenses
$9,342
Total expenses
$203,672
Net increase / (decrease)
$972,323
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $9.2K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $127

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016125340NAL0015833747001 cover?
It is the 2023 Form 5500 filing for Mundo Verde Bilingual Public Charter School Retirement Trust, reported by Mundo Verde Bilingual Public Charter School (EIN 26-2569958).
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