Field Home 403(B) Retirement Plan — Form 5500 plan (Field Home-Holy Comforter)
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, Field Home 403(B) Retirement Plan is a benefit plan reported by Field Home-Holy Comforter under EIN 13-1740107 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $10,060,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Field Home-Holy Comforter
- EIN
- 13-1740107
- Plan number
- 001
- Plan type
- 2
- Location
- Cortlandt Manor, NY
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $10,060,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241009104904NAL0019040817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,060,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,060,258
- Net assets (BOY)
- $9,375,957
Income & contributions
- Employer contributions
- $12,878
- Participant contributions
- $30,800
- Total contributions
- $43,678
- Total income / additions
- $1,105,538
Expenses & distributions
- Benefits paid
- $391,471
- Administrative expenses
- $29,766
- Total expenses
- $421,237
- Net increase / (decrease)
- $684,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aspire Advisors | NONE | $17,681 | not reported in the loaded dataset | 2023 |
| Bpas | NONE | $12,593 | $0 | 2023 |