2023 Form 5500 filing — Partnership For Children Of Essex 403b 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 20250415134735NAL0003317649001) for Partnership For Children Of Essex 403b Plan, reported by Partnership For Children Of Essex under EIN 37-1478115 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415134735NAL0003317649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Partnership For Children Of Essex
- EIN
- 37-1478115
- Plan number
- 001
- Location
- Bloomfield, NJ
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,707,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,707,321
- Employer contributions
- $386,445
- Participant contributions
- $401,723
- Total income / additions
- $1,195,549
- Benefits paid
- $501,577
- Administrative expenses
- $38,176
- Total expenses
- $539,753
- Net increase / (decrease)
- $655,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,214 | $0 |
| Intac Actuarial Services, Inc. | CONTRACT ADMINISTRATOR | $11,670 | $1,759 |
| Osiac Wealth, Inc. | INVESTMENT ADVISORY | $0 | $6,234 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |