New World Preparatory Charter School 401(K) Plan — Form 5500 plan (New World Preparatory 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, New World Preparatory Charter School 401(K) Plan is a benefit plan reported by New World Preparatory Charter School under EIN 27-2013987 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $3,364,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New World Preparatory Charter School
- EIN
- 27-2013987
- Plan number
- 001
- Plan type
- 2
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $3,364,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241014125044NAL0014951107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,364,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,364,872
- Net assets (BOY)
- $2,687,934
Income & contributions
- Employer contributions
- $187,725
- Participant contributions
- $298,483
- Total contributions
- $492,829
- Total income / additions
- $1,020,764
Expenses & distributions
- Benefits paid
- $324,405
- Administrative expenses
- $19,421
- Total expenses
- $343,826
- Net increase / (decrease)
- $676,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $11,849 | not reported in the loaded dataset | 2023 |
| Lpl Financial Rpcp | INVESTMENT ADVISORY | $8,397 | not reported in the loaded dataset | 2023 |
| Pension Consultants | CONTRACT ADMIN | $1,950 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $1 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New World Preparatory Charter School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Staten Island, NY
- The Vanguard Group — Schedule C compensation
- Lpl Financial Rpcp — Schedule C compensation
- Pension Consultants — Schedule C compensation
- Ascensus LLC — Schedule C compensation