2023 Form 5500 filing — Urban Community 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 20250415155607NAL0001619331001) for Urban Community School 401(K) Plan, reported by Urban Community School under EIN 34-6608706 and plan number 001. It reports 227 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)$5.6MReported net assets$5,630,767
Participants227
Provider compensation$10.2K2 Schedule C row(s)$10,243
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415155607NAL0001619331001
- Plan sponsor
- Urban Community School
- EIN
- 34-6608706
- Plan number
- 001
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
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)$5.6M total assets
Net assets$5.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $5,630,767
- Net assets (EOY)
- $5,630,767
- Employer contributions
- $622,258
- Participant contributions
- $472,145
- Total income / additions
- $1,920,607
- Benefits paid
- $634,337
- Administrative expenses
- $7,845
- Total expenses
- $642,182
- Net increase / (decrease)
- $1,278,425
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Retirement Plan Advisors Inc | SERVICE PROVIDER | $0 | $10,243 |
| Voya Retirement Ins And Annuity Com | SERVICE PROVIDER | $0 | $0 |