2023 Form 5500 filing — Urban Community School 401(K) 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 20250415155607NAL0001619331001) for Urban Community School 401(K) Plan, reported by Urban Community School under EIN 34-6608706 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415155607NAL0001619331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urban Community School
- EIN
- 34-6608706
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,630,767
- Net assets (EOY)
- $5,630,767
- Employer contributions
- $622,258
- Participant contributions
- $472,145
- Total income / additions
- $1,920,607
- Benefits paid
- $634,337
- Administrative expenses
- $7,845
- Total expenses
- $642,182
- Net increase / (decrease)
- $1,278,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Retirement Plan Advisors Inc | SERVICE PROVIDER | $0 | $10,243 |
| Voya Retirement Ins And Annuity Com | SERVICE PROVIDER | $0 | $0 |