2023 Form 5500 filing — Habitat For Humanity Of Metro Denver 401(K) 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 20240902200649NAL0008918323001) for Habitat For Humanity Of Metro Denver 401(K) Plan, reported by Habitat For Humanity Of Metro Denver under EIN 74-2050021 and plan number 002. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240902200649NAL0008918323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Habitat For Humanity Of Metro Denver
- EIN
- 74-2050021
- Plan number
- 002
- Location
- Denver, CO
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,983,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,983,038
- Employer contributions
- $222,209
- Participant contributions
- $413,712
- Total income / additions
- $1,462,934
- Benefits paid
- $974,365
- Administrative expenses
- $30,043
- Total expenses
- $1,004,408
- Net increase / (decrease)
- $458,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower | RECORDKEEPER | $17,002 | $0 |
| Pensionmark Financial Group | INVESTMENT ADVISORY | $12,156 | not reported in the loaded dataset |