2023 Form 5500 filing — Project Home 401(K) 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 20241014195427NAL0013803267001) for Project Home 401(K) Plan, reported by Project Home under EIN 23-2555950 and plan number 002. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014195427NAL0013803267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Project Home
- EIN
- 23-2555950
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,263,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,263,237
- Employer contributions
- $707,058
- Participant contributions
- $827,854
- Total income / additions
- $3,282,516
- Benefits paid
- $520,029
- Administrative expenses
- $88,238
- Total expenses
- $608,267
- Net increase / (decrease)
- $2,674,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Advisors Asset Mgt | REGISTERED INV ADVISORS | $44,402 | $0 |
| John Hancock Life Ins Co | RECORDKEEPER | $3,437 | $0 |