Provident Charter School 403(B) Plan — Form 5500 plan (Provident 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, Provident Charter School 403(B) Plan is a benefit plan reported by Provident Charter School under EIN 61-1617717 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $4,455,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provident Charter School
- EIN
- 61-1617717
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $4,455,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20250124101943NAL0012798912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,455,073
- Net assets (EOY)
- $4,455,073
- Net assets (BOY)
- $3,164,950
Income & contributions
- Employer contributions
- $590,575
- Participant contributions
- $273,064
- Total contributions
- $863,639
- Total income / additions
- $1,457,031
Expenses & distributions
- Benefits paid
- $156,233
- Administrative expenses
- $10,675
- Total expenses
- $166,908
- Net increase / (decrease)
- $1,290,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metro Benefits, Inc. | THIRD PARTY ADMINISTRATO | $10,275 | $0 | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $400 | $0 | 2023 |