Fellowship Health Resources, Inc. 403(B) Plan — Form 5500 plan (Fellowship Health Resources, Inc.)

Plain-English plan 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, Fellowship Health Resources, Inc. 403(B) Plan is a benefit plan reported by Fellowship Health Resources, Inc. under EIN 05-0373414 and plan number 001. The latest loaded filing year is 2023. The filing reports 532 participants and $6,890,381 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fellowship Health Resources, Inc.
EIN
05-0373414
Plan number
001
Plan type
2
Location
Media, PA
Latest filing year
2023
Participants
532
End-of-year plan assets
$6,890,381

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023532H, C20241002084013NAL0016776178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,890,381
Total liabilities (EOY)
$0
Net assets (EOY)
$6,890,381
Net assets (BOY)
$5,767,402

Income & contributions

Employer contributions
$82,628
Participant contributions
$632,184
Total contributions
$744,070
Total income / additions
$1,772,566

Expenses & distributions

Benefits paid
$615,369
Administrative expenses
$34,218
Total expenses
$649,587
Net increase / (decrease)
$1,122,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AscensusRECORDKEEPER$26,833not reported in the loaded dataset2023
Bdo, Usa PcAUDITOR$5,318not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER$2,067not reported in the loaded dataset2023

Related Form 5500 pages