2023 Form 5500 filing — Baruch 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 20241010084630NAL0011306867001) for Baruch 403(B) Plan, reported by Baruch Sls under EIN 38-3375365 and plan number 001. It reports 1,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,408,174
Participants1K1,030
Provider compensation$40.8K2 Schedule C row(s)$40,809
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010084630NAL0011306867001
Plan sponsor
Baruch Sls
EIN
38-3375365
Plan number
001
Location
Grand Rapids, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$478.9K
Benefits paid / distributions$443.8K
Contributions
Employer$172.3K
Participant$530.7K
Full reported line items
Total assets (EOY)
$5,408,174
Total liabilities (EOY)
$0
Net assets (EOY)
$5,408,174
Employer contributions
$172,346
Participant contributions
$530,714
Total income / additions
$1,454,593
Benefits paid
$443,761
Administrative expenses
$32,269
Total expenses
$478,918
Net increase / (decrease)
$975,675
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $32.3K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $8.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010084630NAL0011306867001 cover?
It is the 2023 Form 5500 filing for Baruch 403(B) Plan, reported by Baruch Sls (EIN 38-3375365).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages