Bronxworks Defined Contribution Pension Plan — Form 5500 plan (Bronxworks, Inc.)

Plain-English plan 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, Bronxworks Defined Contribution Pension Plan is a benefit plan reported by Bronxworks, Inc. under EIN 13-3254484 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $4,598,338 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.6MPlan net assets, end of year$4,598,338
Participants746Covered participants reported
Assets / participant$6.2KComputed: assets ÷ participants$6,164 (computed)
Provider compensation$35.9K1 Schedule C provider row(s)$35,851
Plan sponsor
Bronxworks, Inc.
EIN
13-3254484
Plan number
001
Plan type
2
Location
Bronx, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023746H, C20241015114033NAL0016246323001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$16.6M
Benefits paid / distributions$16.6M
Full reported line items

Net assets

Total assets (EOY)
$4,598,338
Total liabilities (EOY)
$0
Net assets (EOY)
$4,598,338
Net assets (BOY)
$19,333,601

Income & contributions

Total contributions
$295,254
Total income / additions
$1,991,031

Expenses & distributions

Benefits paid
$16,606,198
Administrative expenses
$35,851
Total expenses
$16,642,049
Net increase / (decrease)
-$14,651,018
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets362%Computed ratio
Benefits paid ÷ total income834%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$35,851$02023

Related Form 5500 pages