2023 Form 5500 filing — Community Education Alliance Of West Philadelphia 403(B) 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 20250415125648NAL0001429331001) for Community Education Alliance Of West Philadelphia 403(B) Plan, reported by Community Education Alliance Of West Philadelphia under EIN 30-0092680 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415125648NAL0001429331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Education Alliance Of West Philadelphia
- EIN
- 30-0092680
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,902,498
- Total liabilities (EOY)
- $4,048
- Net assets (EOY)
- $2,898,450
- Employer contributions
- $216,161
- Participant contributions
- $274,288
- Total income / additions
- $868,704
- Benefits paid
- $396,584
- Administrative expenses
- $15,354
- Total expenses
- $411,938
- Net increase / (decrease)
- $456,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | FINANCIAL ADVISOR | $13,619 | not reported in the loaded dataset |
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $4,730 |