2023 Form 5500 filing — Equivest Tsa 501c3
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240509100254NAL0047318336001) for Equivest Tsa 501c3, reported by Big Brothers Big Sisters Of Bucks County under EIN 23-2461056 and plan number 003. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$162.4KReported net assets$162,426
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240509100254NAL0047318336001
- Plan sponsor
- Big Brothers Big Sisters Of Bucks County
- EIN
- 23-2461056
- Plan number
- 003
- Location
- Jamison, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$162.4K total assets
Net assets$162.4KLiabilities—
Full reported line items
- Total assets (EOY)
- $162,426
- Net assets (EOY)
- $162,426
- Total income / additions
- $32,296
- Benefits paid
- $11,761
- Administrative expenses
- $153
- Total expenses
- $11,914
- Net increase / (decrease)
- $20,382