2023 Form 5500 filing — Agency For Community Empowerment Of Nepa 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 20250613145136NAL0051536722001) for Agency For Community Empowerment Of Nepa 403(B) Plan, reported by Agency For Community Empowerment Of Nepa under EIN 23-1649434 and plan number 001. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613145136NAL0051536722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agency For Community Empowerment Of Nepa
- EIN
- 23-1649434
- Plan number
- 001
- Location
- Scranton, PA
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,470,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,470,915
- Employer contributions
- $309,365
- Participant contributions
- $354,772
- Total income / additions
- $2,042,781
- Benefits paid
- $5,277,488
- Administrative expenses
- $45,076
- Total expenses
- $5,322,564
- Net increase / (decrease)
- -$3,279,783
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORD KEEPER | $28,787 | $0 |
| Prudential Retirement Ins & Annuity | RECORDKEEPER | $3,905 | not reported in the loaded dataset |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $3,861 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $169 | $0 |
| The Prudential Insurance Company Of | INVESTMENT MANAGER | $0 | not reported in the loaded dataset |