2023 Form 5500 filing — Interfaith 403(B) Retirement 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 20241015150343NAL0030087665004) for Interfaith 403(B) Retirement Plan, reported by The Woodlands Religious Community Inc. Dba Interfaith under EIN 74-1804123 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150343NAL0030087665004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Woodlands Religious Community Inc. Dba Interfaith
- EIN
- 74-1804123
- Plan number
- 001
- Location
- The Woodlands, TX
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,939,030
- Net assets (EOY)
- $7,939,030
- Employer contributions
- $246,211
- Participant contributions
- $373,647
- Total income / additions
- $1,734,463
- Benefits paid
- $1,041,344
- Administrative expenses
- $39,624
- Total expenses
- $1,096,963
- Net increase / (decrease)
- $637,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fondren Oaks Capital Mgmt | INVESTMENT ADVISOR | $19,518 | not reported in the loaded dataset |
| Definiti LLC | RECORDKEEPER | $18,523 | not reported in the loaded dataset |
| Matrix Trust | CUSTODIAN | $1,305 | not reported in the loaded dataset |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $278 | not reported in the loaded dataset |