Fountain House 403(B) Retirement Plan — Form 5500 plan (Fountain House, 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, Fountain House 403(B) Retirement Plan is a benefit plan reported by Fountain House, Inc. under EIN 13-1624009 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $13,715,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fountain House, Inc.
- EIN
- 13-1624009
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $13,715,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20250415151949NAL0001511747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,715,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,715,788
- Net assets (BOY)
- $10,305,976
Income & contributions
- Employer contributions
- $1,124,270
- Participant contributions
- $747,754
- Total contributions
- $2,074,659
- Total income / additions
- $3,612,571
Expenses & distributions
- Benefits paid
- $124,365
- Administrative expenses
- $80,013
- Total expenses
- $202,759
- Net increase / (decrease)
- $3,409,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $28,127 | $0 | 2023 |
| Smith Brothers Financial LLC | INVESTMENT ADVISOR | $22,346 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,965 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $2,095 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fountain House, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Life & Annuity Insurance — Schedule C compensation
- Smith Brothers Financial LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation