2023 Form 5500 filing — Mercy Housing, Inc. 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 20241015104518NAL0057060498001) for Mercy Housing, Inc. 403(B) Plan, reported by Mercy Housing, Inc. under EIN 47-0646706 and plan number 002. It reports 2,296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104518NAL0057060498001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercy Housing, Inc.
- EIN
- 47-0646706
- Plan number
- 002
- Location
- Denver, CO
- Participants
- 2,296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,499,540
- Net assets (EOY)
- $85,499,540
- Employer contributions
- $3,707,003
- Participant contributions
- $6,031,502
- Total income / additions
- $23,679,493
- Benefits paid
- $6,060,292
- Administrative expenses
- $262,519
- Total expenses
- $6,335,008
- Net increase / (decrease)
- $17,344,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $222,696 | $0 |
| Innovest Portfolio Solutions, LLC | INVESTMENT ADVISOR | $39,823 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |