2023 Form 5500 filing — Easterseals Of Southeastern Pennsylvania Defined Contribution & 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 20250415084517NAL0003145409001) for Easterseals Of Southeastern Pennsylvania Defined Contribution & 401(K) Plan, reported by Easterseals Of Southeastern Pennsylvania under EIN 23-1352293 and plan number 003. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415084517NAL0003145409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easterseals Of Southeastern Pennsylvania
- EIN
- 23-1352293
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,739,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,739,927
- Employer contributions
- $147
- Participant contributions
- $1,031,372
- Total income / additions
- $2,710,745
- Benefits paid
- $1,964,164
- Administrative expenses
- $60,789
- Total expenses
- $2,024,953
- Net increase / (decrease)
- $685,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Veery Capital | INVESTMENT ADVISOR | $25,915 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $24,148 | $0 |
| Resources Investment Advisors | CONTRACT ADMINISTRATOR | $10,727 | not reported in the loaded dataset |