How many benefit plans does Roosevelt Children'S Academy Charter School report on Form 5500?

Roosevelt Children'S Academy Charter School (EIN 13-4119998) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Roosevelt Children'S Academy Charter School?

The Employer Identification Number (EIN) reported for Roosevelt Children'S Academy Charter School is 13-4119998.

What is the latest Form 5500 filing year for Roosevelt Children'S Academy Charter School?

The latest loaded Form 5500 filing year for Roosevelt Children'S Academy Charter School is 2023.

Roosevelt Children'S Academy Charter School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Roosevelt Children'S Academy Charter School (EIN 13-4119998) is a plan sponsor located in Roosevelt, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-4119998
Location: Roosevelt, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,364,766
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,364,766

Contributions & income

Employer contributions: $595,786
Participant contributions: $299,582
Total income / additions: $1,474,744

Expenses & distributions

Benefits paid / distributions: $807,286
Total expenses: $820,977
Net increase / (decrease): $653,767

Coverage

Total reported participants: 314
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Roosevelt Children'S Academy Charter School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Roosevelt Children'S Academy Charter School 401(K) Plan	001	160	$3,842,695	2023
Roosevelt Children'S Academy Charter School Cash Balance Plan	002	154	$3,522,071	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Roosevelt Children'S Academy Charter School
Year	Plan	Participants	Schedules	Filing
2023	Roosevelt Children'S Academy Charter School 401(K) Plan	160	H, C	20241113120139NAL0026352256001
2023	Roosevelt Children'S Academy Charter School Cash Balance Plan	154	H	20250412075758NAL0013396883001