Carlos Rosario International Public Charter School, Inc. 401(K) Retirement Plan — Form 5500 plan (Carlos Rosario International Public Charter School, 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, Carlos Rosario International Public Charter School, Inc. 401(K) Retirement Plan is a benefit plan reported by Carlos Rosario International Public Charter School, Inc. under EIN 52-2157082 and plan number 003. The latest loaded filing year is 2023. The filing reports 307 participants and $18,978,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carlos Rosario International Public Charter School, Inc.
EIN
52-2157082
Plan number
003
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
307
End-of-year plan assets
$18,978,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20250411173852NAL0012833667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,978,632
Total liabilities (EOY)
$0
Net assets (EOY)
$18,978,632
Net assets (BOY)
$16,354,754

Income & contributions

Employer contributions
$881,859
Participant contributions
$1,005,033
Total contributions
$2,013,370
Total income / additions
$4,219,958

Expenses & distributions

Benefits paid
$1,582,261
Administrative expenses
$8,038
Total expenses
$1,595,616
Net increase / (decrease)
$2,624,342

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Benefit SolutionsTHIRD PARTY ADMIN$0$8,1902023

Related Form 5500 pages