2023 Form 5500 filing — The Prison Fellowship Ministries 403(B) Retirement Plan
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 20240711120645NAL0009312707003) for The Prison Fellowship Ministries 403(B) Retirement Plan, reported by Prison Fellowship Ministries under EIN 62-0988294 and plan number 002. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.2MReported net assets$21,150,456
Participants420
Provider compensation$73.1K3 Schedule C row(s)$73,112
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240711120645NAL0009312707003
- Plan sponsor
- Prison Fellowship Ministries
- EIN
- 62-0988294
- Plan number
- 002
- Location
- Lansdowne, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.2M total assets
Net assets$21.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $21,150,456
- Net assets (EOY)
- $21,150,456
- Employer contributions
- $729,594
- Participant contributions
- $1,724,490
- Total income / additions
- $5,849,709
- Benefits paid
- $5,029,756
- Administrative expenses
- $71,693
- Total expenses
- $5,101,449
- Net increase / (decrease)
- $748,260
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $36,693 | $0 |
| Capfinancial Partners LLC | BROKER | $35,000 | $1,419 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |