Urban Community School 401(K) Plan — Form 5500 plan (Urban Community 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, Urban Community School 401(K) Plan is a benefit plan reported by Urban Community School under EIN 34-6608706 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $5,630,767 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.6MPlan net assets, end of year$5,630,767
Participants227Covered participants reported
Assets / participant$24.8KComputed: assets ÷ participants$24,805 (computed)
Provider compensation$10.2K2 Schedule C provider row(s)$10,243
- Plan sponsor
- Urban Community School
- EIN
- 34-6608706
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20250415155607NAL0001619331001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,630,767
- Net assets (EOY)
- $5,630,767
- Net assets (BOY)
- $4,352,342
Income & contributions
- Employer contributions
- $622,258
- Participant contributions
- $472,145
- Total contributions
- $1,223,317
- Total income / additions
- $1,920,607
Expenses & distributions
- Benefits paid
- $634,337
- Administrative expenses
- $7,845
- Total expenses
- $642,182
- Net increase / (decrease)
- $1,278,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ancora Retirement Plan Advisors Inc | SERVICE PROVIDER | $0 | $10,243 | 2023 |
| Voya Retirement Ins And Annuity Com | SERVICE PROVIDER | $0 | $0 | 2023 |