Friendship Public Charter School 403(B) Plan — Form 5500 plan (Friendship 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, Friendship Public Charter School 403(B) Plan is a benefit plan reported by Friendship Public Charter School under EIN 58-2398964 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,298 participants and $22,356,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friendship Public Charter School
- EIN
- 58-2398964
- Plan number
- 001
- Plan type
- 2
- Location
- Washington D.Cq, DC
- Latest filing year
- 2023
- Participants
- 1,298
- End-of-year plan assets
- $22,356,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,298 | H, C | 20250421082529NAL0002754625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,356,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,356,386
- Net assets (BOY)
- $17,389,701
Income & contributions
- Employer contributions
- $662,202
- Participant contributions
- $2,571,345
- Total contributions
- $3,408,476
- Total income / additions
- $6,524,420
Expenses & distributions
- Benefits paid
- $1,403,169
- Administrative expenses
- $126,532
- Total expenses
- $1,557,735
- Net increase / (decrease)
- $4,966,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $124,411 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,471 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Friendship Public Charter School
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington D.Cq, DC
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation