Plan Ledger DOL Form 5500 · updated monthly

Elsie Whitlow Stokes Community Freedom Public Charter School403(b)

ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Employer contribution per participant · 2024
$1,754

Elsie Whitlow Stokes Community Freedom Public Charter School's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $3,845,740 across 229 participant accounts, with employer contributions averaging $1,754 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (544th of 618), and 2,629th of 3,091 in educational services. active participation has grown from 176 to 201 since 2022.

Plan summary
Net assets, end of year$3,845,740
Participants with balances229
Active participants201
Employer contributions$352,608
Employee contributions—
Employer contribution per active participant$1,754
Average account balance$16,794
Benefits paid to participants$97,611
Plan auditUnmodified (clean) audit opinion
AuditorSB &B COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 229 accts · $353K emplr
2023$3.2M · 214 accts · $298K emplr
2022$2.7M · 174 accts · $292K emplr
Employer contributions to the Elsie Whitlow Stokes Community Freedom Public Charter School plan · 2024
Employer contribution per active participant$1,754
Median for plans this size$1,313
2024$1,754 per active participant
2023$1,594 per active participant
2022$1,657 per active participant

Elsie Whitlow Stokes Community Freedom Public Charter School's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023$1,905 · 0.06%
2022Not separately reported
Same employer
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Cultural Vistas, Inc. DC$4.6M · 0.01%
Educare of Washington, Dc DC$3.2M · 0.29%
Ingenuity Prep DC$3.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522094777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.