2023 Form 5500 filing — Hellenic American Neighborhood Action Committee 403(B) Erisa 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 20250319101211NAL0007256368001) for Hellenic American Neighborhood Action Committee 403(B) Erisa Retirement Plan, reported by Hellenic American Neighborhood Action Committee under EIN 11-2290832 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319101211NAL0007256368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hellenic American Neighborhood Action Committee
- EIN
- 11-2290832
- Plan number
- 001
- Location
- New York, NY
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,893,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,893,946
- Employer contributions
- $189,890
- Participant contributions
- $327,096
- Total income / additions
- $989,164
- Benefits paid
- $586,414
- Administrative expenses
- $30,236
- Total expenses
- $616,650
- Net increase / (decrease)
- $372,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $16,972 | $1 |
| Aps - Pentegra | PLAN ADMIN | $5,561 | not reported in the loaded dataset |
| Lpl Financial, LLC | BROKER | $0 | $2,620 |
| Mml Insurance Agency/Investor Svcs | ADVISOR | $0 | $2,236 |
| Iron-Co-Fid-Index-Comprehensive | BROKER | $1,059 | not reported in the loaded dataset |
| Mml Investors Services, LLC | BROKER | $0 | $384 |