2023 Form 5500 filing — Overbrook Friedlander Programs 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 20241021104228NAL0000823651001) for Overbrook Friedlander Programs 403(B) Retirement Plan, reported by Overbrook Friedlander Programs under EIN 23-2469202 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021104228NAL0000823651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Overbrook Friedlander Programs
- EIN
- 23-2469202
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,050,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,050,154
- Employer contributions
- $201,783
- Participant contributions
- $123,070
- Total income / additions
- $695,126
- Benefits paid
- $32,249
- Administrative expenses
- $47,841
- Total expenses
- $80,090
- Net increase / (decrease)
- $615,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. | BROKER/DEALER FIRM | $22,878 | not reported in the loaded dataset |
| Nationwide Financial | CUSTODIAN | $14,433 | $4,341 |
| Nfp | ADVISOR/TPA | $6,190 | $0 |
| Brinker Capital Investments | THIRD PARTY INVESTMENT A | $4,341 | not reported in the loaded dataset |