Urban Community School 401(K) Plan — Form 5500 plan (Urban Community 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, Urban Community School 401(K) Plan is a benefit plan reported by Urban Community School under EIN 34-6608706 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $5,630,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Urban Community School
- EIN
- 34-6608706
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $5,630,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20250415155607NAL0001619331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,630,767
- Net assets (EOY)
- $5,630,767
- Net assets (BOY)
- $4,352,342
Income & contributions
- Employer contributions
- $622,258
- Participant contributions
- $472,145
- Total contributions
- $1,223,317
- Total income / additions
- $1,920,607
Expenses & distributions
- Benefits paid
- $634,337
- Administrative expenses
- $7,845
- Total expenses
- $642,182
- Net increase / (decrease)
- $1,278,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ancora Retirement Plan Advisors Inc | SERVICE PROVIDER | $0 | $10,243 | 2023 |
| Voya Retirement Ins And Annuity Com | SERVICE PROVIDER | $0 | $0 | 2023 |