2023 Form 5500 filing — Urban League Of Metropolitan St. Louis 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 20241015101552NAL0056963138001) for Urban League Of Metropolitan St. Louis 403(B) Plan, reported by Urban League Of Metropolitan St. Louis, Inc. under EIN 43-0653605 and plan number 003. It reports 427 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)$1.9MReported net assets$1,856,430
Participants427
Provider compensation$19.8K2 Schedule C row(s)$19,751
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015101552NAL0056963138001
Plan sponsor
Urban League Of Metropolitan St. Louis, Inc.
EIN
43-0653605
Plan number
003
Location
St Louis, MO
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$809.5K
Total expenses$178.2K
Benefits paid / distributions$153.6K
Contributions
Employer$328.2K
Participant$247.4K
Full reported line items
Total assets (EOY)
$1,856,430
Total liabilities (EOY)
$0
Net assets (EOY)
$1,856,430
Employer contributions
$328,176
Participant contributions
$247,423
Total income / additions
$809,518
Benefits paid
$153,586
Administrative expenses
$19,746
Total expenses
$178,189
Net increase / (decrease)
$631,329

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,052$0
Archford Capital Strategies, LLCINVESTMENT ADVISORY$5,694$5

Related Form 5500 pages