2023 Form 5500 filing — Depaul Community Resources 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 20241015100617NAL0047299568001) for Depaul Community Resources 403b Plan, reported by Depaul Community Resources under EIN 54-1108079 and plan number 003. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100617NAL0047299568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Depaul Community Resources
- EIN
- 54-1108079
- Plan number
- 003
- Location
- Roanoke, VA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,397,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,397,398
- Employer contributions
- $235,400
- Participant contributions
- $310,867
- Total income / additions
- $1,420,448
- Benefits paid
- $695,353
- Administrative expenses
- $57,583
- Total expenses
- $754,974
- Net increase / (decrease)
- $665,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group, LLC | INVESTMENT ADVISOR | $22,917 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $22,907 | $0 |
| Foti Flynn Lowen & Company Pc | AUDITOR | $12,150 | not reported in the loaded dataset |
| Retirement Plan Solutions | CONTRACT ADMIN | $5,522 | $4,859 |