Pave Academy Charter School 401(K) Retirement Plan — Form 5500 plan (Pave 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, Pave Academy Charter School 401(K) Retirement Plan is a benefit plan reported by Pave Academy Charter School under EIN 26-2272858 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $2,696,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pave Academy Charter School
- EIN
- 26-2272858
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $2,696,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241015210434NAL0029668785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,696,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,696,935
- Net assets (BOY)
- $2,421,202
Income & contributions
- Employer contributions
- $46,116
- Participant contributions
- $170,592
- Total contributions
- $216,708
- Total income / additions
- $630,466
Expenses & distributions
- Benefits paid
- $353,324
- Administrative expenses
- $895
- Total expenses
- $354,733
- Net increase / (decrease)
- $275,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $895 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| B. Riley Wealth Management | ADVISOR | $0 | $0 | 2023 |