Brooklyn Prospect Charter School Retirement Plan — Form 5500 plan (Brooklyn Prospect 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, Brooklyn Prospect Charter School Retirement Plan is a benefit plan reported by Brooklyn Prospect Charter School under EIN 26-3206518 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $15,749,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brooklyn Prospect Charter School
- EIN
- 26-3206518
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 611
- End-of-year plan assets
- $15,749,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 611 | H, C | 20251006124206NAL0003421713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,749,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,749,578
- Net assets (BOY)
- $11,787,562
Income & contributions
- Employer contributions
- $942,413
- Participant contributions
- $1,795,984
- Total contributions
- $3,025,718
- Total income / additions
- $5,465,167
Expenses & distributions
- Benefits paid
- $1,427,845
- Administrative expenses
- $77,609
- Total expenses
- $1,503,151
- Net increase / (decrease)
- $3,962,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $48,601 | $0 | 2023 |
| Wbg Advisors LLC | INVESTMENT ADVISOR | $26,486 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,522 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brooklyn Prospect Charter School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Wbg Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation