Bronx Community Charter School 401(K) Retirement Plan — Form 5500 plan (Bronx Community 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, Bronx Community Charter School 401(K) Retirement Plan is a benefit plan reported by Bronx Community Charter School under EIN 61-1551201 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $5,341,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bronx Community Charter School
- EIN
- 61-1551201
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $5,341,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20250227132435NAL0002266625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,341,009
- Total liabilities (EOY)
- $17,885
- Net assets (EOY)
- $5,323,124
- Net assets (BOY)
- $5,105,680
Income & contributions
- Employer contributions
- $265,035
- Participant contributions
- $296,728
- Total contributions
- $625,934
- Total income / additions
- $1,422,124
Expenses & distributions
- Benefits paid
- $1,163,095
- Administrative expenses
- $41,585
- Total expenses
- $1,204,680
- Net increase / (decrease)
- $217,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mark Gajowski, Ii | CONTRACT ADMIN | $28,677 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $12,652 | $0 | 2023 |