City Harvest Inc. 403(B) Plan — Form 5500 plan (City Harvest 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, City Harvest Inc. 403(B) Plan is a benefit plan reported by City Harvest Inc. under EIN 13-3170676 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $13,470,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- City Harvest Inc.
- EIN
- 13-3170676
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $13,470,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241014130621NAL0046062080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,470,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,470,117
- Net assets (BOY)
- $11,314,903
Income & contributions
- Employer contributions
- $746,021
- Participant contributions
- $1,132,412
- Total contributions
- $2,098,020
- Total income / additions
- $3,776,003
Expenses & distributions
- Benefits paid
- $1,549,647
- Administrative expenses
- $67,858
- Total expenses
- $1,620,789
- Net increase / (decrease)
- $2,155,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,536 | $0 | 2023 |
| Merit Financial Advisors | INVESTMENT ADVISORY | $29,046 | $16 | 2023 |
| Retirement Planners & Administrator | CONTRACT ADMINISTRATOR | $7,195 | $4,662 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for City Harvest Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Principal Life Insurance Company — Schedule C compensation
- Merit Financial Advisors — Schedule C compensation
- Retirement Planners & Administrator — Schedule C compensation