Bronx Community Charter School 401(K) Retirement Plan — Form 5500 plan (Bronx Community 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, Bronx Community Charter School 401(K) Retirement Plan is a benefit plan reported by Bronx Community Charter School under EIN 61-1551201 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $5,341,009 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,323,124
Participants117Covered participants reported
Assets / participant$45.6KComputed: assets ÷ participants$45,650 (computed)
Provider compensation$41.3K2 Schedule C provider row(s)$41,329
Plan sponsor
Bronx Community Charter School
EIN
61-1551201
Plan number
001
Plan type
2
Location
Bronx, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20250227132435NAL0002266625001
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)$5.3M total assets
Net assets$5.3MLiabilities$17.9K
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$265K
Participant$296.7K
Full reported line items

Net assets

Total assets (EOY)
$5,341,009
Total liabilities (EOY)
$17,885
Net assets (EOY)
$5,323,124
Net assets (BOY)
$5,105,680

Income & contributions

Employer contributions
$265,035
Participant contributions
$296,728
Total contributions
$625,934
Total income / additions
$1,422,124

Expenses & distributions

Benefits paid
$1,163,095
Administrative expenses
$41,585
Total expenses
$1,204,680
Net increase / (decrease)
$217,444
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income82%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mark Gajowski, IiCONTRACT ADMIN$28,677not reported in the loaded dataset2023
Capital Group Retirement PlanRECORDKEEPER$12,652$02023

Related Form 5500 pages