2023 Form 5500 filing — Field Home 403(B) Retirement 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 20241009104904NAL0019040817001) for Field Home 403(B) Retirement Plan, reported by Field Home-Holy Comforter under EIN 13-1740107 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104904NAL0019040817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Field Home-Holy Comforter
- EIN
- 13-1740107
- Plan number
- 001
- Location
- Cortlandt Manor, NY
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,060,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,060,258
- Employer contributions
- $12,878
- Participant contributions
- $30,800
- Total income / additions
- $1,105,538
- Benefits paid
- $391,471
- Administrative expenses
- $29,766
- Total expenses
- $421,237
- Net increase / (decrease)
- $684,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aspire Advisors | NONE | $17,681 | not reported in the loaded dataset |
| Bpas | NONE | $12,593 | $0 |