2023 Form 5500 filing — Partnership With Children, Inc. 401(K) Profit Sharing Plan And Trust
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 20241011124638NAL0022765681001) for Partnership With Children, Inc. 401(K) Profit Sharing Plan And Trust, reported by Partnership With Children, Inc. under EIN 13-5596751 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.9MReported net assets$3,861,445
Participants181
Provider compensation$21.9K2 Schedule C row(s)$21,905
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011124638NAL0022765681001
- Plan sponsor
- Partnership With Children, Inc.
- EIN
- 13-5596751
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$6.5K
Full reported line items
- Total assets (EOY)
- $3,867,962
- Total liabilities (EOY)
- $6,517
- Net assets (EOY)
- $3,861,445
- Employer contributions
- $197,836
- Participant contributions
- $369,350
- Total income / additions
- $1,107,399
- Benefits paid
- $369,715
- Administrative expenses
- $19,964
- Total expenses
- $389,679
- Net increase / (decrease)
- $717,720
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ritholtz Wealth Management LLC | NONE | $13,421 | not reported in the loaded dataset |
| Paychex, Inc. | NONE | $8,484 | not reported in the loaded dataset |