Bronx Charter School For Excellence 403(B) Deferred Compensation Plan — Form 5500 plan (Bronx Charter School For Excellence)
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, Bronx Charter School For Excellence 403(B) Deferred Compensation Plan is a benefit plan reported by Bronx Charter School For Excellence under EIN 45-0507998 and plan number 001. The latest loaded filing year is 2023. The filing reports 470 participants and $10,120,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bronx Charter School For Excellence
- EIN
- 45-0507998
- Plan number
- 001
- Plan type
- 3
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $10,120,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20250410145928NAL0011849315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,120,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,120,830
- Net assets (BOY)
- $7,852,638
Income & contributions
- Employer contributions
- $887,113
- Participant contributions
- $1,209,398
- Total contributions
- $2,290,212
- Total income / additions
- $3,124,015
Expenses & distributions
- Benefits paid
- $786,563
- Administrative expenses
- $69,260
- Total expenses
- $855,823
- Net increase / (decrease)
- $2,268,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $51,868 | $0 | 2023 |
| Nfp Retirement, Inc. | INVESTMENT ADV | $30,717 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services Inc | THIRD PARTY ADMINISTRATO | $19,241 | $3,839 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bronx Charter School For Excellence
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Empower Life & Annuity Insurance — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation