Atmosphere Academy Public Charter School 401(K) Plan — Form 5500 plan (Atmosphere Academy Public 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, Atmosphere Academy Public Charter School 401(K) Plan is a benefit plan reported by Atmosphere Academy Public Charter School under EIN 47-1504209 and plan number 002. The latest loaded filing year is 2023. The filing reports 228 participants and $4,277,531 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atmosphere Academy Public Charter School
EIN
47-1504209
Plan number
002
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
228
End-of-year plan assets
$4,277,531

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241015073718NAL0014201571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,277,531
Total liabilities (EOY)
$24,023
Net assets (EOY)
$4,253,508
Net assets (BOY)
$0

Income & contributions

Employer contributions
$77,763
Participant contributions
$632,594
Total contributions
$712,525
Total income / additions
$1,141,007

Expenses & distributions

Benefits paid
$88,475
Administrative expenses
$26,308
Total expenses
$127,255
Net increase / (decrease)
$1,013,752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Pinnacle Financial GroupSERVICE PROVIDERnot reported in the loaded dataset$17,2232023
United Benefit Pensions Inc.THIRD PARTY ADMINISTRATOnot reported in the loaded dataset$13,6202023

Related Form 5500 pages