2023 Form 5500 filing — Section 403(B) Retirement Plan For Project Renewal Inc.
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 20241029120846NAL0007293120001) for Section 403(B) Retirement Plan For Project Renewal Inc., reported by Project Renewal, Inc. under EIN 13-2602882 and plan number 002. It reports 1,574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029120846NAL0007293120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Project Renewal, Inc.
- EIN
- 13-2602882
- Plan number
- 002
- Location
- New York, NY
- Participants
- 1,574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,096,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,096,559
- Employer contributions
- $502,740
- Participant contributions
- $1,697,708
- Total income / additions
- $5,350,847
- Benefits paid
- $1,435,711
- Administrative expenses
- $167,658
- Total expenses
- $1,603,369
- Net increase / (decrease)
- $3,747,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $149,929 | $0 |
| L.M. Kohn & Company | BROKER | $0 | $45,743 |
| Gelman Pension Consulting | CONSULTANT | $17,729 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |