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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20241014130621NAL0046062080001

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,536$02023
Merit Financial AdvisorsINVESTMENT ADVISORY$29,046$162023
Retirement Planners & AdministratorCONTRACT ADMINISTRATOR$7,195$4,6622023

Related Form 5500 pages