2023 Form 5500 filing — Donorconnect 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 20240731152814NAL0012828019001) for Donorconnect 403(B) Retirement Plan, reported by Donorconnect under EIN 87-0447660 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731152814NAL0012828019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donorconnect
- EIN
- 87-0447660
- Plan number
- 001
- Location
- Murray, UT
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,316,865
- Total liabilities (EOY)
- $2,296
- Net assets (EOY)
- $12,314,569
- Employer contributions
- $599,183
- Participant contributions
- $655,310
- Total income / additions
- $2,837,356
- Benefits paid
- $2,444,998
- Administrative expenses
- $64,667
- Total expenses
- $2,509,665
- Net increase / (decrease)
- $327,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $37,996 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | NONE | $11,766 | not reported in the loaded dataset |
| Resources Investment Advisers, Inc | NONE | $10,780 | not reported in the loaded dataset |
| Fiduciary Wise, LLC | NONE | $4,125 | not reported in the loaded dataset |