2023 Form 5500 filing — Phoenix Houses Of New England, Inc. 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 20241007124219NAL0016066001001) for Phoenix Houses Of New England, Inc. 403(B) Plan, reported by Phoenix Houses Of New England, Inc. under EIN 05-0315626 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124219NAL0016066001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix Houses Of New England, Inc.
- EIN
- 05-0315626
- Plan number
- 001
- Location
- Providence, RI
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,538
- Total income / additions
- $291,774
- Benefits paid
- $2,479,597
- Administrative expenses
- $91,054
- Total expenses
- $2,570,651
- Net increase / (decrease)
- -$2,278,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sansiveri Kimball And Co Llp | SERVICE PROVIDER | $23,553 | not reported in the loaded dataset |
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $4,771 |
| Angell Pension Group | OTHER SERVICES | $0 | $1,167 |