2023 Form 5500 filing — Habitat For Humanity 403(B) 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 20241011144107NAL0039031264001) for Habitat For Humanity 403(B) Plan, reported by Habitat For Humanity International, Inc. under EIN 91-1914868 and plan number 002. It reports 870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144107NAL0039031264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Habitat For Humanity International, Inc.
- EIN
- 91-1914868
- Plan number
- 002
- Location
- Americus, GA
- Participants
- 870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,803,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,803,444
- Employer contributions
- $3,378,229
- Participant contributions
- $5,682,735
- Total income / additions
- $22,291,874
- Benefits paid
- $8,648,729
- Administrative expenses
- $197,281
- Total expenses
- $8,846,010
- Net increase / (decrease)
- $13,445,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $196,678 | $0 |
| Sageview Advisory Consulting Group | INVESTMENT ADVISORY | $0 | $48,334 |