2023 Form 5500 filing — 403(B) Retirement Plan For Harlem Rbi
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 20241007132600NAL0007615555001) for 403(B) Retirement Plan For Harlem Rbi, reported by Harlem Rbi under EIN 13-4025290 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132600NAL0007615555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harlem Rbi
- EIN
- 13-4025290
- Plan number
- 001
- Location
- New York, NY
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,065,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,065,231
- Employer contributions
- $214,817
- Participant contributions
- $424,500
- Total income / additions
- $1,367,325
- Benefits paid
- $420,272
- Administrative expenses
- $23,129
- Total expenses
- $443,401
- Net increase / (decrease)
- $923,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services | SERVICE PROVIDER | $0 | $16,062 |
| Pasi LLC | TPA | $0 | $2,202 |
| Morningstar | NONE | $0 | $749 |