2023 Form 5500 filing — Inglis Foundation 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 20250415172639NAL0003694481001) for Inglis Foundation 403(B) Retirement Plan, reported by Inglis Foundation under EIN 23-2326553 and plan number 002. It reports 914 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415172639NAL0003694481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inglis Foundation
- EIN
- 23-2326553
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 914
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,212,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,212,387
- Employer contributions
- $389,925
- Participant contributions
- $1,223,037
- Total income / additions
- $4,164,518
- Benefits paid
- $834,911
- Administrative expenses
- $60,568
- Total expenses
- $920,491
- Net increase / (decrease)
- $3,244,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Life Insurance Co | SERVICE PROVIDER | $60,568 | $0 |