2023 Form 5500 filing — Friendship Public 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 20250421082529NAL0002754625001) for Friendship Public Charter School 403(B) Plan, reported by Friendship Public Charter School under EIN 58-2398964 and plan number 001. It reports 1,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250421082529NAL0002754625001
Filing year
2023
Form type
2
Plan sponsor
Friendship Public Charter School
EIN
58-2398964
Plan number
001
Location
Washington D.Cq, DC
Participants
1,298
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$22,356,386
Total liabilities (EOY)
$0
Net assets (EOY)
$22,356,386
Employer contributions
$662,202
Participant contributions
$2,571,345
Total income / additions
$6,524,420
Benefits paid
$1,403,169
Administrative expenses
$126,532
Total expenses
$1,557,735
Net increase / (decrease)
$4,966,685
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$124,411$0
Empower Advisory Group, LLCINVESTMENT MGMT$1,471not reported in the loaded dataset
Lincoln National CorporationSERVICE PROVIDER$650$0

Related Form 5500 pages