The Williamsburg Charter High School 403(B) Plan — Form 5500 plan (The Williamsburg Charter High 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, The Williamsburg Charter High School 403(B) Plan is a benefit plan reported by The Williamsburg Charter High School under EIN 42-1624009 and plan number 002. The latest loaded filing year is 2023. The filing reports 220 participants and $4,649,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Williamsburg Charter High School
- EIN
- 42-1624009
- Plan number
- 002
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $4,649,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20240802145017NAL0024233137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,649,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,649,429
- Net assets (BOY)
- $3,907,221
Income & contributions
- Employer contributions
- $127,482
- Participant contributions
- $305,565
- Total contributions
- $444,672
- Total income / additions
- $1,177,133
Expenses & distributions
- Benefits paid
- $406,731
- Administrative expenses
- $27,133
- Total expenses
- $434,925
- Net increase / (decrease)
- $742,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Westport Benefits Group | NONE | $17,742 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits & Financial Group | NONE | $9,391 | not reported in the loaded dataset | 2023 |