Democracy Prep Public Schools, 403(B) Retirement Plan — Form 5500 plan (Democracy Prep Public Schools, 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, Democracy Prep Public Schools, 403(B) Retirement Plan is a benefit plan reported by Democracy Prep Public Schools, Inc. under EIN 20-2629354 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,791 participants and $28,842,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Democracy Prep Public Schools, Inc.
- EIN
- 20-2629354
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,791
- End-of-year plan assets
- $28,842,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,791 | H, C | 20241022110412NAL0002418449001 |
| 2023 | 1,835 | H, C | 20241204102700NAL0003814385001 |
| 2023 | 962 | H, C | 20241022104452NAL0002624433001 |
| 2023 | 1,732 | H, C | 20240917162232NAL0001220483001 |
| 2023 | 1,403 | H, C | 20250818163912NAL0001430689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,173,861
- Net assets (EOY)
- $42,173,861
- Net assets (BOY)
- $37,880,206
Income & contributions
- Employer contributions
- $1,075,426
- Participant contributions
- $1,961,908
- Total contributions
- $3,252,798
- Total income / additions
- $9,245,289
Expenses & distributions
- Benefits paid
- $4,659,387
- Administrative expenses
- $288,153
- Total expenses
- $4,951,634
- Net increase / (decrease)
- $4,293,655
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The David J Yvars Group | INVESTMENT ADVISORY | $229,495 | not reported in the loaded dataset | 2023 |
| The David J. Yvars Group | NONE | $115,163 | not reported in the loaded dataset | 2023 |
| The David J. Yvars Group | NONE | $90,129 | not reported in the loaded dataset | 2023 |
| The David J. Yvars Group | NONE | $73,172 | not reported in the loaded dataset | 2023 |
| The David J. Yvars Group | NONE | $57,399 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $44,650 | not reported in the loaded dataset | 2023 |
| Capital Research Management Co. | NONE | $19,880 | $0 | 2023 |
| United Benefit Pensions Inc. | CONTRACT ADMIN | $14,008 | not reported in the loaded dataset | 2023 |
| Capital Research Management Co. | NONE | $10,831 | $0 | 2023 |
| Capital Research & Management Co. | NONE | $3,313 | not reported in the loaded dataset | 2023 |
| Capital Research & Management Co. | NONE | $2,913 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Democracy Prep Public Schools, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- The David J Yvars Group — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Capital Research Management Co. — Schedule C compensation
- United Benefit Pensions Inc. — Schedule C compensation
- Capital Research & Management Co. — Schedule C compensation