2023 Form 5500 filing — Priestly Fraternity Of Saint Peter 401k Profit Sharing Plan & Trust
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 20241010100008NAL0009885747001) for Priestly Fraternity Of Saint Peter 401k Profit Sharing Plan & Trust, reported by Priestly Fraternity Of Saint Peter, Inc. under EIN 06-1271475 and plan number 001. It reports 161 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)$7.1MReported net assets$7,077,187
Participants161
Provider compensation$53.4K4 Schedule C row(s)$53,435
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010100008NAL0009885747001
- Plan sponsor
- Priestly Fraternity Of Saint Peter, Inc.
- EIN
- 06-1271475
- Plan number
- 001
- Location
- S. Abington Township, PA
- Received date
- not reported in the loaded dataset
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,077,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,077,187
- Employer contributions
- $98,121
- Participant contributions
- $50,657
- Total income / additions
- $1,173,371
- Benefits paid
- $150,132
- Administrative expenses
- $49,748
- Total expenses
- $199,880
- Net increase / (decrease)
- $973,491
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lance E. Peters | INVEST. ADVISOR | $25,708 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $24,413 | $0 |
| Foster & Foster Consulting | CONTRACT ADMIN. | -$173 | $1,850 |
| R P Mills Associates Inc | CONTRACT ADMIN | $0 | $1,637 |