The Charlton School 403(B) Tax Deferred Annuity Plan — Form 5500 plan (The Charlton School)
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, The Charlton School 403(B) Tax Deferred Annuity Plan is a benefit plan reported by The Charlton School under EIN 14-1416732 and plan number 001. The latest loaded filing year is 2023. The filing reports 95 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants95Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- The Charlton School
- EIN
- 14-1416732
- Plan number
- 001
- Plan type
- 2
- Location
- Burnt Hills, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 95 | — | 20240521090904NAL0002328561001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.