Roosevelt Children'S Academy Charter School Cash Balance 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 Cash Balance Plan is a benefit plan reported by Roosevelt Children'S Academy Charter School under EIN 13-4119998 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $3,522,071 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
- 002
- Plan type
- 2
- Location
- Roosevelt, NY
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $3,522,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H | 20250412075758NAL0013396883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,522,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,522,071
- Net assets (BOY)
- $3,136,035
Income & contributions
- Employer contributions
- $450,000
- Total contributions
- $450,000
- Total income / additions
- $579,490
Expenses & distributions
- Benefits paid
- $193,454
- Administrative expenses
- $0
- Total expenses
- $193,454
- Net increase / (decrease)
- $386,036
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.