2023 Form 5500 filing — Employee Benefit Plan Habitat For Humanity Central Arizona
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 20241010131144NAL0011491459001) for Employee Benefit Plan Habitat For Humanity Central Arizona, reported by Habitat For Humanity Central Arizona under EIN 74-2401708 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131144NAL0011491459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Habitat For Humanity Central Arizona
- EIN
- 74-2401708
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,109,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,109,250
- Employer contributions
- $173,030
- Participant contributions
- $346,501
- Total income / additions
- $1,349,805
- Benefits paid
- $145,940
- Administrative expenses
- $58,224
- Total expenses
- $204,164
- Net increase / (decrease)
- $1,145,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVICER | $35,508 | $0 |
| Stadion Money Management | SERVICE PROVIDER | $17,041 | not reported in the loaded dataset |
| Sunwest Pensions | TPA | $5,675 | not reported in the loaded dataset |