2023 Form 5500 filing — Defender Association Of Philadelphia Tax Deferred Annuity 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 20241011102606NAL0036651712001) for Defender Association Of Philadelphia Tax Deferred Annuity Plan, reported by Defender Association Of Philadelphia under EIN 23-1445669 and plan number 001. It reports 882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102606NAL0036651712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Defender Association Of Philadelphia
- EIN
- 23-1445669
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,757,938
- Net assets (EOY)
- $125,757,938
- Employer contributions
- $1,973,979
- Participant contributions
- $4,017,262
- Total income / additions
- $24,868,428
- Benefits paid
- $12,553,451
- Administrative expenses
- $212,338
- Total expenses
- $12,765,789
- Net increase / (decrease)
- $12,102,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset |
| Kreischer Miller | AUDITOR | $39,334 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $13,401 | $0 |
| Charles Schwab & Co., Inc. | SECURITES BROKER | $300 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |