Priestly Fraternity Of Saint Peter 401k Profit Sharing Plan & Trust — Form 5500 plan (Priestly Fraternity Of Saint Peter, 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, Priestly Fraternity Of Saint Peter 401k Profit Sharing Plan & Trust is a benefit plan reported by Priestly Fraternity Of Saint Peter, Inc. under EIN 06-1271475 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $7,077,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Priestly Fraternity Of Saint Peter, Inc.
- EIN
- 06-1271475
- Plan number
- 001
- Plan type
- 2
- Location
- S. Abington Township, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241010100008NAL0009885747001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,077,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,077,187
- Net assets (BOY)
- $6,103,696
Income & contributions
- Employer contributions
- $98,121
- Participant contributions
- $50,657
- Total contributions
- $148,778
- Total income / additions
- $1,173,371
Expenses & distributions
- Benefits paid
- $150,132
- Administrative expenses
- $49,748
- Total expenses
- $199,880
- Net increase / (decrease)
- $973,491
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lance E. Peters | INVEST. ADVISOR | $25,708 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $24,413 | $0 | 2023 |
| Foster & Foster Consulting | CONTRACT ADMIN. | -$173 | $1,850 | 2023 |
| R P Mills Associates Inc | CONTRACT ADMIN | $0 | $1,637 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Priestly Fraternity Of Saint Peter, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in S. Abington Township, PA
- Lance E. Peters — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Foster & Foster Consulting — Schedule C compensation
- R P Mills Associates Inc — Schedule C compensation