Explore Charter Schools Of Brooklyn 403(B) Plan — Form 5500 plan (Explore Charter Schools Of Brooklyn)
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, Explore Charter Schools Of Brooklyn 403(B) Plan is a benefit plan reported by Explore Charter Schools Of Brooklyn under EIN 13-4124616 and plan number 002. The latest loaded filing year is 2023. The filing reports 517 participants and $8,494,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Explore Charter Schools Of Brooklyn
- EIN
- 13-4124616
- Plan number
- 002
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $8,494,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20250409101003NAL0032469888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,494,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,494,433
- Net assets (BOY)
- $7,207,600
Income & contributions
- Employer contributions
- $305,126
- Participant contributions
- $762,917
- Total contributions
- $1,085,193
- Total income / additions
- $2,294,727
Expenses & distributions
- Benefits paid
- $968,498
- Administrative expenses
- $39,396
- Total expenses
- $1,007,894
- Net increase / (decrease)
- $1,286,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | BROKER/ADVISE R | $0 | $33,785 | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $28,864 | $0 | 2023 |
| United Benefit Pensions Inc | CONTRACT ADMIN | $3,225 | $7,212 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,857 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Explore Charter Schools Of Brooklyn
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Osaic Wealth Inc — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- United Benefit Pensions Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation