Elsie Whitlow Stokes Community Freedom Public Charter School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Elsie Whitlow Stokes Community Freedom Public Charter School
  • Sponsor EIN: 522094777
  • Sponsor Address: 3700 OAKVIEW TERRACE, WASHINGTON, DC, 200172521
  • Plan Type: 403(b)
  • Total Participants: 145
  • Total Assets: $2.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024145$2.5M$0$191,208
2023155$2.1M$0$166,607
2022140$1.7M$0$166,510

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