Bronxworks 403(B) Plan — Form 5500 plan (Bronxworks, Inc.)
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, Bronxworks 403(B) Plan is a benefit plan reported by Bronxworks, Inc. under EIN 13-3254484 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,286 participants and $22,922,358 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22.9MPlan net assets, end of year$22,922,358
Participants1.3KCovered participants reported1,286
Assets / participant$17.8KComputed: assets ÷ participants$17,825 (computed)
Provider compensation$45.5K1 Schedule C provider row(s)$45,534
- Plan sponsor
- Bronxworks, Inc.
- EIN
- 13-3254484
- Plan number
- 002
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,286 | H, C | 20241015193628NAL0015327139001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$22.9M total assets
Net assets$22.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $22,922,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,922,358
- Net assets (BOY)
- $8,237,278
Income & contributions
- Employer contributions
- $2,152,321
- Participant contributions
- $1,210,674
- Total contributions
- $14,067,902
- Total income / additions
- $16,447,220
Expenses & distributions
- Benefits paid
- $1,785,920
- Administrative expenses
- $45,534
- Total expenses
- $1,846,385
- Net increase / (decrease)
- $14,600,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $45,534 | $0 | 2023 |