2023 Form 5500 filing — Harlem Village Academy Charter School 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723092857NAL0006474563001) for Harlem Village Academy Charter School 403(B) Plan, reported by Harlem Village Academy Charter School under EIN 22-3880680 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723092857NAL0006474563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harlem Village Academy Charter School
- EIN
- 22-3880680
- Plan number
- 001
- Location
- New York, NY
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,876,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,876,726
- Employer contributions
- $444,140
- Participant contributions
- $971,948
- Total income / additions
- $3,857,245
- Benefits paid
- $1,576,559
- Administrative expenses
- $89,710
- Total expenses
- $1,666,269
- Net increase / (decrease)
- $2,190,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,948 | $0 |
| Rockefeller Capital Management | OTHER SERVICES | $0 | $30,981 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |