2023 Form 5500 filing — Family Resource Agency Inc. 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 20251105112533NAL0005528803001) for Family Resource Agency Inc. 403(B) Retirement Plan, reported by Family Resources Agency Inc. under EIN 62-0876593 and plan number 001. It reports 694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251105112533NAL0005528803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Resources Agency Inc.
- EIN
- 62-0876593
- Plan number
- 001
- Location
- Cleveland, TN
- Participants
- 694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,512,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,512,621
- Employer contributions
- $565,211
- Participant contributions
- $474,156
- Total income / additions
- $2,047,423
- Benefits paid
- $1,058,410
- Administrative expenses
- $28,073
- Total expenses
- $1,086,483
- Net increase / (decrease)
- $960,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $18,816 | $37,158 |
| Pensionmark Fin Group LLC | NONE | $0 | $14,466 |
| Erisa Smart | NONE | $9,634 | not reported in the loaded dataset |