Who sponsors the Integration Charter Schools 401(K) Plan?

Integration Charter Schools 401(K) Plan is reported as sponsored by Integration Charter Schools (EIN 47-2459523, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Integration Charter Schools 401(K) Plan?

The latest Form 5500 filing year loaded for Integration Charter Schools 401(K) Plan is 2023.

How many participants does Integration Charter Schools 401(K) Plan report?

Integration Charter Schools 401(K) Plan reports 411 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Integration Charter Schools 401(K) Plan?

Integration Charter Schools 401(K) Plan reports $12,941,182 in end-of-year plan assets in its latest loaded Form 5500 filing.

Integration Charter Schools 401(K) Plan — Form 5500 plan (Integration Charter Schools)

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, Integration Charter Schools 401(K) Plan is a benefit plan reported by Integration Charter Schools under EIN 47-2459523 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $12,941,182 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.9MPlan net assets, end of year$12,936,227

Participants411Covered participants reported

Assets / participant$31.5KComputed: assets ÷ participants$31,487 (computed)

Provider compensation$2.8K1 Schedule C provider row(s)$2,788

Plan sponsor: Integration Charter Schools
EIN: 47-2459523
Plan number: 001
Plan type: 2
Location: Staten Island, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	411	H, C	20260112153040NAL0017648544001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.9M total assets

Net assets$12.9MLiabilities$5K

Money in vs. money out

Total income / additions$4.1M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$232.1K

Participant$1.7M

Full reported line items

Net assets

Total assets (EOY): $12,941,182
Total liabilities (EOY): $4,955
Net assets (EOY): $12,936,227
Net assets (BOY): $10,497,009

Income & contributions

Employer contributions: $232,129
Participant contributions: $1,715,894
Total contributions: $2,313,000
Total income / additions: $4,140,331

Expenses & distributions

Benefits paid: $1,681,533
Administrative expenses: $2,788
Total expenses: $1,701,113
Net increase / (decrease): $2,439,218

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

12%88%

Employer 12%Participant 88%

Total expenses ÷ net assets13%Computed ratio

Benefits paid ÷ total income41%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$2,788	$0	2023