Our World Neighborhood Charter School 401(K) Plan — Form 5500 plan (Our World Neighborhood Charter School)
Plain-English plan 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, Our World Neighborhood Charter School 401(K) Plan is a benefit plan reported by Our World Neighborhood Charter School under EIN 11-3602805 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $12,125,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Our World Neighborhood Charter School
- EIN
- 11-3602805
- Plan number
- 001
- Plan type
- 2
- Location
- Astoria, NY
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $12,125,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241011075718NAL0043610994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,125,638
- Total liabilities (EOY)
- $7,386
- Net assets (EOY)
- $12,118,252
- Net assets (BOY)
- $10,016,691
Income & contributions
- Employer contributions
- $741,812
- Participant contributions
- $682,625
- Total contributions
- $1,467,007
- Total income / additions
- $3,246,043
Expenses & distributions
- Benefits paid
- $1,107,536
- Administrative expenses
- $11,284
- Total expenses
- $1,144,482
- Net increase / (decrease)
- $2,101,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wbg Advisors LLC | INVESTMENT ADVISORY PLAN | $20,853 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $5,797 | $0 | 2023 |
| United Benefit Pensions Inc. | RECORDKEEPER | $3,825 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Our World Neighborhood Charter School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Astoria, NY
- Wbg Advisors LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- United Benefit Pensions Inc. — Schedule C compensation