2023 Form 5500 filing — Methodist Church Home For The Aged 403(B) 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 20240807122603NAL0003526065001) for Methodist Church Home For The Aged 403(B) Plan, reported by Methodist Church Home under EIN 13-1740003 and plan number 003. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807122603NAL0003526065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Methodist Church Home
- EIN
- 13-1740003
- Plan number
- 003
- Location
- Riverdale, NY
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,179,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,179,407
- Employer contributions
- $106,735
- Participant contributions
- $549,607
- Total income / additions
- $1,761,845
- Benefits paid
- $150,247
- Administrative expenses
- $11,489
- Total expenses
- $161,736
- Net increase / (decrease)
- $1,600,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $11,489 | not reported in the loaded dataset |