2023 Form 5500 filing — Living Branches 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 20250414081634NAL0001564289001) for Living Branches Retirement Plan, reported by Living Branches under EIN 23-2125481 and plan number 002. It reports 738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414081634NAL0001564289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Living Branches
- EIN
- 23-2125481
- Plan number
- 002
- Location
- Lansdale, PA
- Participants
- 738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,292,936
- Total liabilities (EOY)
- $439
- Net assets (EOY)
- $25,292,497
- Employer contributions
- $1,233,290
- Participant contributions
- $1,076,156
- Total income / additions
- $5,336,435
- Benefits paid
- $4,542,886
- Administrative expenses
- $117,979
- Total expenses
- $4,660,865
- Net increase / (decrease)
- $675,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Girard Advisory Services, LLC | INVESTMENT ADVISOR | $45,304 | not reported in the loaded dataset |
| John Hancock Life Ins. Co. U.S.A. | RECORDKEEPER | $4,319 | $0 |