Methodist Church Home For The Aged 403(B) Plan — Form 5500 plan (Methodist Church Home)

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, Methodist Church Home For The Aged 403(B) Plan is a benefit plan reported by Methodist Church Home under EIN 13-1740003 and plan number 003. The latest loaded filing year is 2023. The filing reports 217 participants and $7,179,407 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Methodist Church Home
EIN
13-1740003
Plan number
003
Plan type
2
Location
Riverdale, NY
Latest filing year
2023
Participants
217
End-of-year plan assets
$7,179,407

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20240807122603NAL0003526065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,179,407
Total liabilities (EOY)
$0
Net assets (EOY)
$7,179,407
Net assets (BOY)
$5,579,298

Income & contributions

Employer contributions
$106,735
Participant contributions
$549,607
Total contributions
$657,469
Total income / additions
$1,761,845

Expenses & distributions

Benefits paid
$150,247
Administrative expenses
$11,489
Total expenses
$161,736
Net increase / (decrease)
$1,600,109

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cpi Qualified Plan Consultants, IncNONE$11,489not reported in the loaded dataset2023

Related Form 5500 pages