Aeci Charter Schools Network 401(K) Plan — Form 5500 plan (Aeci Charter Schools Network)
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, Aeci Charter Schools Network 401(K) Plan is a benefit plan reported by Aeci Charter Schools Network under EIN 83-3411878 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $4,012,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aeci Charter Schools Network
- EIN
- 83-3411878
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $4,012,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241011085706NAL0012302515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,012,735
- Net assets (EOY)
- $4,012,735
- Net assets (BOY)
- $2,959,265
Income & contributions
- Employer contributions
- $237,845
- Participant contributions
- $514,879
- Total contributions
- $816,175
- Total income / additions
- $1,458,503
Expenses & distributions
- Benefits paid
- $389,896
- Administrative expenses
- $15,137
- Total expenses
- $405,033
- Net increase / (decrease)
- $1,053,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,901 | $0 | 2023 |
| Wells Thomas, LLC | THIRD PARTY ADMINISTRATOR | $750 | $0 | 2023 |
| Cap Group Retirement Plan Services | RECORDKEEPER | $388 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aeci Charter Schools Network
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Principal Life Insurance Company — Schedule C compensation
- Wells Thomas, LLC — Schedule C compensation
- Cap Group Retirement Plan Services — Schedule C compensation