Eugenio Maria De Hostos Charter School 403(B) Plan — Form 5500 plan (Eugenio Maria De Hostos 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, Eugenio Maria De Hostos Charter School 403(B) Plan is a benefit plan reported by Eugenio Maria De Hostos Charter School under EIN 16-1588384 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $1,535,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eugenio Maria De Hostos Charter School
- EIN
- 16-1588384
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $1,535,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241015091840NAL0014298851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,535,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,535,443
- Net assets (BOY)
- $1,306,007
Income & contributions
- Employer contributions
- $78,734
- Participant contributions
- $100,475
- Total contributions
- $179,209
- Total income / additions
- $377,904
Expenses & distributions
- Benefits paid
- $148,468
- Administrative expenses
- $0
- Total expenses
- $148,468
- Net increase / (decrease)
- $229,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Trust Company | RECORDKEEPER | $16,648 | $6,059 | 2023 |
| Fsc Securities | INVESTMENT ADVISOR | $0 | $8,959 | 2023 |
| Rimkus Marciano & Associates, Inc | TPA | $1,650 | $1,429 | 2023 |
| Osaic Wealth Inc. | ADVISORY | $0 | $1,916 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eugenio Maria De Hostos Charter School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Nationwide Trust Company — Schedule C compensation
- Fsc Securities — Schedule C compensation
- Rimkus Marciano & Associates, Inc — Schedule C compensation
- Osaic Wealth Inc. — Schedule C compensation