Bronxworks 403(B) 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 403(B) Plan is a benefit plan reported by Bronxworks, Inc. under EIN 13-3254484 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,286 participants and $22,922,358 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bronxworks, Inc.
EIN
13-3254484
Plan number
002
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
1,286
End-of-year plan assets
$22,922,358

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,286H, C20241015193628NAL0015327139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,922,358
Total liabilities (EOY)
$0
Net assets (EOY)
$22,922,358
Net assets (BOY)
$8,237,278

Income & contributions

Employer contributions
$2,152,321
Participant contributions
$1,210,674
Total contributions
$14,067,902
Total income / additions
$16,447,220

Expenses & distributions

Benefits paid
$1,785,920
Administrative expenses
$45,534
Total expenses
$1,846,385
Net increase / (decrease)
$14,600,835

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$45,534$02023

Related Form 5500 pages