2023 Form 5500 filing — 403(B) Thrift Plan For The The Pennsylvania Society For Prevention Of Cruel
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 20260218094634NAL0007384737001) for 403(B) Thrift Plan For The The Pennsylvania Society For Prevention Of Cruel, reported by The Pennsylvania Society For Prevention Of Cruel under EIN 23-1352269 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260218094634NAL0007384737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pennsylvania Society For Prevention Of Cruel
- EIN
- 23-1352269
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,632,237
- Net assets (EOY)
- $1,632,237
- Employer contributions
- $32,068
- Participant contributions
- $180,004
- Total income / additions
- $450,083
- Benefits paid
- $82,878
- Administrative expenses
- $23,906
- Total expenses
- $106,784
- Net increase / (decrease)
- $343,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Ins. Co. | RECORDKEEPER | $13,143 | $0 |
| Alliant Insurance Services | CONTRACT ADMIN | $8,156 | $1,361 |
| Advised Assets Group | INVESTMENT MGMT. | $903 | $0 |