2023 Form 5500 filing — Carlos Rosario International Public Charter School, Inc. 401(K) 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 20250411173852NAL0012833667001) for Carlos Rosario International Public Charter School, Inc. 401(K) Retirement Plan, reported by Carlos Rosario International Public Charter School, Inc. under EIN 52-2157082 and plan number 003. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411173852NAL0012833667001
Filing year
2023
Form type
2
Plan sponsor
Carlos Rosario International Public Charter School, Inc.
EIN
52-2157082
Plan number
003
Location
Washington, DC
Participants
307
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,978,632
Total liabilities (EOY)
$0
Net assets (EOY)
$18,978,632
Employer contributions
$881,859
Participant contributions
$1,005,033
Total income / additions
$4,219,958
Benefits paid
$1,582,261
Administrative expenses
$8,038
Total expenses
$1,595,616
Net increase / (decrease)
$2,624,342
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Retirement Benefit SolutionsTHIRD PARTY ADMIN$0$8,190

Related Form 5500 pages