2023 Form 5500 filing — Episcopal Community Services 401k 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 20241010132615NAL0035802032001) for Episcopal Community Services 401k Plan, reported by Episcopal Community Services under EIN 95-1945256 and plan number 001. It reports 494 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132615NAL0035802032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Episcopal Community Services
- EIN
- 95-1945256
- Plan number
- 001
- Location
- National City, CA
- Participants
- 494
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,658,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,658,772
- Employer contributions
- $593,604
- Participant contributions
- $968,599
- Total income / additions
- $3,533,662
- Benefits paid
- $1,631,234
- Administrative expenses
- $72,709
- Total expenses
- $1,703,943
- Net increase / (decrease)
- $1,829,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement | RETAINED BY EMPLOYER | $47,578 | $0 |
| Mma Securities LLC | RETAINED BY EMPLOYER | $25,131 | not reported in the loaded dataset |