2023 Form 5500 filing — 403(B) Thrift Plan For Penn-Mar Organization Inc Dba Penn-Mar Human Services
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 20241002102120NAL0014124128001) for 403(B) Thrift Plan For Penn-Mar Organization Inc Dba Penn-Mar Human Services, reported by Penn-Mar Organization, Inc. Dba Penn-Mar Human Services under EIN 52-1207942 and plan number 001. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002102120NAL0014124128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn-Mar Organization, Inc. Dba Penn-Mar Human Services
- EIN
- 52-1207942
- Plan number
- 001
- Location
- Freeland, MD
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,312,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,312,096
- Employer contributions
- $688,891
- Participant contributions
- $1,033,995
- Total income / additions
- $3,939,261
- Benefits paid
- $332,980
- Administrative expenses
- $94,860
- Total expenses
- $428,401
- Net increase / (decrease)
- $3,510,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,220 | $0 |
| Greenspring Advisors | INVESTMENT ADVISORY | $32,620 | not reported in the loaded dataset |
| Orenda Retirement , LLC | CONTRACT ADMINISTRATOR | $2,025 | $4,838 |