2023 Form 5500 filing — Roosevelt Children'S Academy Charter School Cash Balance 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 20250412075758NAL0013396883001) for Roosevelt Children'S Academy Charter School Cash Balance Plan, reported by Roosevelt Children'S Academy Charter School under EIN 13-4119998 and plan number 002. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250412075758NAL0013396883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roosevelt Children'S Academy Charter School
- EIN
- 13-4119998
- Plan number
- 002
- Location
- Roosevelt, NY
- Participants
- 154
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,522,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,522,071
- Employer contributions
- $450,000
- Total income / additions
- $579,490
- Benefits paid
- $193,454
- Administrative expenses
- $0
- Total expenses
- $193,454
- Net increase / (decrease)
- $386,036
- Schedule source
- Schedule H