2023 Form 5500 filing — Pennswood Village 403b 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 20241014082854NAL0014648915001) for Pennswood Village 403b Plan, reported by Pennswood Village under EIN 23-2021541 and plan number 001. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082854NAL0014648915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennswood Village
- EIN
- 23-2021541
- Plan number
- 001
- Location
- Newtown, PA
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,085,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,085,749
- Employer contributions
- $532,827
- Participant contributions
- $805,830
- Total income / additions
- $4,109,989
- Benefits paid
- $1,731,947
- Administrative expenses
- $35,268
- Total expenses
- $1,767,215
- Net increase / (decrease)
- $2,342,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities Inc. | NONE | $33,774 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $2,544 | $19,467 |