2023 Form 5500 filing — Elwyn New Jersey 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 20241010102932NAL0009910915001) for Elwyn New Jersey 403(B) Plan, reported by Elwyn New Jersey under EIN 22-1801227 and plan number 002. It reports 490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010102932NAL0009910915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elwyn New Jersey
- EIN
- 22-1801227
- Plan number
- 002
- Location
- Elwyn, PA
- Participants
- 490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,429,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,429,040
- Employer contributions
- $348,439
- Participant contributions
- $146,699
- Total income / additions
- $872,771
- Benefits paid
- $503,067
- Administrative expenses
- $40,306
- Total expenses
- $543,373
- Net increase / (decrease)
- $329,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Service LLC | NONE | $30,932 | $0 |
| Kathmere Capital Managerment LLC | NONE | $9,374 | $0 |