2023 Form 5500 filing — Success Academy Charter Schools Retirement 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 20250411150811NAL0046715890001) for Success Academy Charter Schools Retirement Plan, reported by Success Academy Charter Schools under EIN 20-5298861 and plan number 001. It reports 5,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$119.5MReported net assets$119,482,978
Participants5.1K5,106
Provider compensation$130.5K1 Schedule C row(s)$130,460
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250411150811NAL0046715890001
- Plan sponsor
- Success Academy Charter Schools
- EIN
- 20-5298861
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$119.5M total assets
Net assets$119.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $119,482,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,482,978
- Employer contributions
- $5,382,373
- Participant contributions
- $9,496,441
- Total income / additions
- $32,769,129
- Benefits paid
- $12,762,869
- Administrative expenses
- $130,460
- Total expenses
- $12,893,329
- Net increase / (decrease)
- $19,875,800
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPING | $130,460 | not reported in the loaded dataset |