Harlem Village Academy Charter School 403(B) Plan — Form 5500 plan (Harlem Village Academy Charter 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, Harlem Village Academy Charter School 403(B) Plan is a benefit plan reported by Harlem Village Academy Charter School under EIN 22-3880680 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $13,876,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harlem Village Academy Charter School
- EIN
- 22-3880680
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $13,876,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20240723092857NAL0006474563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,876,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,876,726
- Net assets (BOY)
- $11,685,750
Income & contributions
- Employer contributions
- $444,140
- Participant contributions
- $971,948
- Total contributions
- $1,559,982
- Total income / additions
- $3,857,245
Expenses & distributions
- Benefits paid
- $1,576,559
- Administrative expenses
- $89,710
- Total expenses
- $1,666,269
- Net increase / (decrease)
- $2,190,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,948 | $0 | 2023 |
| Rockefeller Capital Management | OTHER SERVICES | $0 | $30,981 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harlem Village Academy Charter School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Rockefeller Capital Management — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation