Section 403(B) Retirement Plan For Project Renewal Inc. — Form 5500 plan (Project Renewal, 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, Section 403(B) Retirement Plan For Project Renewal Inc. is a benefit plan reported by Project Renewal, Inc. under EIN 13-2602882 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,574 participants and $21,096,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Project Renewal, Inc.
- EIN
- 13-2602882
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,574
- End-of-year plan assets
- $21,096,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,574 | H, C | 20241029120846NAL0007293120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,096,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,096,559
- Net assets (BOY)
- $17,349,081
Income & contributions
- Employer contributions
- $502,740
- Participant contributions
- $1,697,708
- Total contributions
- $2,448,510
- Total income / additions
- $5,350,847
Expenses & distributions
- Benefits paid
- $1,435,711
- Administrative expenses
- $167,658
- Total expenses
- $1,603,369
- Net increase / (decrease)
- $3,747,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $149,929 | $0 | 2023 |
| L.M. Kohn & Company | BROKER | $0 | $45,743 | 2023 |
| Gelman Pension Consulting | CONSULTANT | $17,729 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Project Renewal, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Transamerica Retirement Solutions — Schedule C compensation
- L.M. Kohn & Company — Schedule C compensation
- Gelman Pension Consulting — Schedule C compensation
- National Financial Services — Schedule C compensation