2023 Form 5500 filing — Bronx Charter School For Excellence 403(B) Deferred Compensation 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 20250410145928NAL0011849315001) for Bronx Charter School For Excellence 403(B) Deferred Compensation Plan, reported by Bronx Charter School For Excellence under EIN 45-0507998 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410145928NAL0011849315001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bronx Charter School For Excellence
- EIN
- 45-0507998
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,120,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,120,830
- Employer contributions
- $887,113
- Participant contributions
- $1,209,398
- Total income / additions
- $3,124,015
- Benefits paid
- $786,563
- Administrative expenses
- $69,260
- Total expenses
- $855,823
- Net increase / (decrease)
- $2,268,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $51,868 | $0 |
| Nfp Retirement, Inc. | INVESTMENT ADV | $30,717 | not reported in the loaded dataset |
| Economic Group Pension Services Inc | THIRD PARTY ADMINISTRATO | $19,241 | $3,839 |