Dc Scholars Public Charter School 403(B) Retirement Plan — Form 5500 plan (Dc Scholars Public 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, Dc Scholars Public Charter School 403(B) Retirement Plan is a benefit plan reported by Dc Scholars Public Charter School under EIN 45-2544052 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $2,043,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dc Scholars Public Charter School
- EIN
- 45-2544052
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $2,043,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20250507131131NAL0023954802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,043,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,043,819
- Net assets (BOY)
- $1,703,296
Income & contributions
- Employer contributions
- $103,711
- Participant contributions
- $173,158
- Total contributions
- $276,869
- Total income / additions
- $519,934
Expenses & distributions
- Benefits paid
- $153,266
- Administrative expenses
- $26,145
- Total expenses
- $179,411
- Net increase / (decrease)
- $340,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services | BROKERDEALER | $26,145 | not reported in the loaded dataset | 2023 |