2023 Form 5500 filing — Erie Neighborhood House 403(B)
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 20241011085309NAL0010744243001) for Erie Neighborhood House 403(B), reported by Erie Neighborhood House under EIN 36-3043253 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085309NAL0010744243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erie Neighborhood House
- EIN
- 36-3043253
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,316,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,316,546
- Employer contributions
- $121,357
- Participant contributions
- $254,556
- Total income / additions
- $1,035,840
- Benefits paid
- $278,808
- Administrative expenses
- $29,332
- Total expenses
- $313,162
- Net increase / (decrease)
- $722,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dubuque Bank & Trust Company | NONE | $18,341 | $0 |
| July Business Services LLC | RECORDKEEPER | $7,743 | not reported in the loaded dataset |
| Faro Advisory | INVESTMENT ADVISORY | $3,248 | $0 |