Original filing (PDF)20241202104836NAL0001695777001

BACK TO BASICS CHARTER SCHOOL FOUNDATION, INC.

Name: BACK TO BASICS CHARTER SCHOOL FOUNDATION, INC. — TERRACE COMMUNITY SCHOOL/RA, Form 5500 (2023)
Creator: BACK TO BASICS CHARTER SCHOOL FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

TERRACE COMMUNITY SCHOOL/RA

403(b) retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BACK TO BASICS CHARTER SCHOOL FOUNDATION, INC..

Plan sponsor

Name

BACK TO BASICS CHARTER SCHOOL FOUNDATION, INC.

DBA

DBA TERRACE COMMUNITY MIDDLE SCHOOL

EIN

59-3491438

Address

10735 RAULERSON RANCH RD · TAMPA, FL · 33637

Phone

(813) 450-1385

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-12-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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