Roosevelt Children'S Academy Charter School 401(K) Plan — Form 5500 plan (Roosevelt Children'S Academy 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, Roosevelt Children'S Academy Charter School 401(K) Plan is a benefit plan reported by Roosevelt Children'S Academy Charter School under EIN 13-4119998 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $3,842,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roosevelt Children'S Academy Charter School
- EIN
- 13-4119998
- Plan number
- 001
- Plan type
- 2
- Location
- Roosevelt, NY
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $3,842,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241113120139NAL0026352256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,842,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,842,695
- Net assets (BOY)
- $3,574,964
Income & contributions
- Employer contributions
- $145,786
- Participant contributions
- $299,582
- Total contributions
- $445,368
- Total income / additions
- $895,254
Expenses & distributions
- Benefits paid
- $613,832
- Administrative expenses
- $13,691
- Total expenses
- $627,523
- Net increase / (decrease)
- $267,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,691 | $0 | 2023 |
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $7,392 | $0 | 2023 |