2023 Form 5500 filing — Fountain House 403(B) 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 20250415151949NAL0001511747001) for Fountain House 403(B) Retirement Plan, reported by Fountain House, Inc. under EIN 13-1624009 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415151949NAL0001511747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fountain House, Inc.
- EIN
- 13-1624009
- Plan number
- 002
- Location
- New York, NY
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,715,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,715,788
- Employer contributions
- $1,124,270
- Participant contributions
- $747,754
- Total income / additions
- $3,612,571
- Benefits paid
- $124,365
- Administrative expenses
- $80,013
- Total expenses
- $202,759
- Net increase / (decrease)
- $3,409,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $28,127 | $0 |
| Smith Brothers Financial LLC | INVESTMENT ADVISOR | $22,346 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,965 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $2,095 | not reported in the loaded dataset |