2023 Form 5500 filing — Greater Philadelphia Health Action, Inc. 401(K) 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 20241015181806NAL0017031635001) for Greater Philadelphia Health Action, Inc. 401(K) Plan, reported by Greater Philadelphia Health Action, Inc under EIN 23-7082074 and plan number 001. It reports 836 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)$22.6MReported net assets$22,630,088

Participants836

Provider compensation$172K5 Schedule C row(s)$171,958

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015181806NAL0017031635001
Plan sponsor: Greater Philadelphia Health Action, Inc
EIN: 23-7082074
Plan number: 001
Location: Philadelphia, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$22.7M total assets

Net assets$22.6MLiabilities$39.2K

Money in vs. money out

Total income / additions$5.7M

Total expenses$1.7M

Benefits paid / distributions$1.6M

Contributions

Employer$1.1M

Participant$1.4M

Full reported line items

Total assets (EOY): $22,669,322
Total liabilities (EOY): $39,234
Net assets (EOY): $22,630,088
Employer contributions: $1,059,824
Participant contributions: $1,439,102
Total income / additions: $5,655,464
Benefits paid: $1,579,983
Administrative expenses: $117,877
Total expenses: $1,705,429
Net increase / (decrease): $3,950,035

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$108K
CONTRACT ADMINISTRATOR · Direct $108K · Indirect $0
2
Secrities America Advisors, Inc.$44.9K
INVESTMENT ADVISORY · Direct $0 · Indirect $44.9K
3
Ascensus$19K
CONTRACT ADMINISTRATOR · Direct $9.8K · Indirect $9.1K
4
Morningstar Investment Managment$0
IND ADV, PARTICIPANTS · Direct $0 · Indirect $0
5
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015181806NAL0017031635001 cover?: It is the 2023 Form 5500 filing for Greater Philadelphia Health Action, Inc. 401(K) Plan, reported by Greater Philadelphia Health Action, Inc (EIN 23-7082074).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).