Charter School 401(K) Retirement Plan — Form 5500 plan (Charter School Associates, 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, Charter School 401(K) Retirement Plan is a benefit plan reported by Charter School Associates, Inc. under EIN 31-1819379 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,577 participants and $9,171,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charter School Associates, Inc.
- EIN
- 31-1819379
- Plan number
- 333
- Plan type
- 3
- Location
- Coral Springs, FL
- Latest filing year
- 2023
- Participants
- 1,577
- End-of-year plan assets
- $9,171,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,577 | H, C | 20240916155405NAL0002365712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,171,154
- Net assets (EOY)
- $9,171,154
- Net assets (BOY)
- $7,399,770
Income & contributions
- Employer contributions
- $236,560
- Participant contributions
- $1,400,250
- Total contributions
- $1,656,327
- Total income / additions
- $2,797,502
Expenses & distributions
- Benefits paid
- $928,451
- Administrative expenses
- $97,667
- Total expenses
- $1,026,118
- Net increase / (decrease)
- $1,771,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $55,979 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLA | $28,681 | not reported in the loaded dataset | 2023 |
| Templeton & Company Llp | AUDIT | $7,500 | not reported in the loaded dataset | 2023 |
| 316 Fiduciary Services Corporatio | PLAN ADMINISTRATOR | $5,507 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charter School Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Coral Springs, FL
- Transamerica Financial Life Ins. Co — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Templeton & Company Llp — Schedule C compensation
- 316 Fiduciary Services Corporatio — Schedule C compensation