2023 Form 5500 filing — 403(B) Thrift Plan Of The Alliance Home Dba Chapel Pointe At Carlisle
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 20241015101719NAL0029229761001) for 403(B) Thrift Plan Of The Alliance Home Dba Chapel Pointe At Carlisle, reported by The Alliance Home under EIN 23-1445658 and plan number 001. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101719NAL0029229761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Alliance Home
- EIN
- 23-1445658
- Plan number
- 001
- Location
- Carlisle, PA
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,749,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,749,005
- Employer contributions
- $139,251
- Participant contributions
- $234,632
- Total income / additions
- $894,373
- Benefits paid
- $1,258,078
- Administrative expenses
- $971
- Total expenses
- $1,259,049
- Net increase / (decrease)
- -$364,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $924 | $0 |