2023 Form 5500 filing — Dr. Richard Izquierdo Health And Science 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 20250407090517NAL0025128160001) for Dr. Richard Izquierdo Health And Science Charter School 403(B) Plan, reported by Doctor Richard Izquierdo Health And Science Charter School under EIN 27-1766995 and plan number 001. It reports 249 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)$3.8MReported net assets$3,813,852
Participants249
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250407090517NAL0025128160001
Plan sponsor
Doctor Richard Izquierdo Health And Science Charter School
EIN
27-1766995
Plan number
001
Location
Bronx, NY
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$607.4K
Benefits paid / distributions$588.3K
Contributions
Employer$130.3K
Participant$459.5K
Full reported line items
Total assets (EOY)
$3,813,852
Total liabilities (EOY)
$0
Net assets (EOY)
$3,813,852
Employer contributions
$130,308
Participant contributions
$459,462
Total income / additions
$1,037,316
Benefits paid
$588,344
Administrative expenses
$19,060
Total expenses
$607,404
Net increase / (decrease)
$429,912
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250407090517NAL0025128160001 cover?
It is the 2023 Form 5500 filing for Dr. Richard Izquierdo Health And Science Charter School 403(B) Plan, reported by Doctor Richard Izquierdo Health And Science Charter School (EIN 27-1766995).
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