2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Asociacion Puertorriquenos En Marcha, Inc.
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 20250714132748NAL0001115457001) for 403(B) Thrift Plan For Employees Of Asociacion Puertorriquenos En Marcha, Inc., reported by Asociacion Puertorriquenos En under EIN 23-1930630 and plan number 002. It reports 780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.8MReported net assets$10,775,826
Participants780
Provider compensation$7.5K1 Schedule C row(s)$7,544
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250714132748NAL0001115457001
- Plan sponsor
- Asociacion Puertorriquenos En
- EIN
- 23-1930630
- Plan number
- 002
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,775,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,775,826
- Employer contributions
- $911,031
- Participant contributions
- $497,139
- Total income / additions
- $2,951,000
- Benefits paid
- $676,185
- Administrative expenses
- $7,903
- Total expenses
- $684,088
- Net increase / (decrease)
- $2,266,912
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $7,544 | $0 |