Elwyn New Jersey 403(B) Plan — Form 5500 plan (Elwyn New Jersey)
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, Elwyn New Jersey 403(B) Plan is a benefit plan reported by Elwyn New Jersey under EIN 22-1801227 and plan number 002. The latest loaded filing year is 2023. The filing reports 490 participants and $2,429,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elwyn New Jersey
- EIN
- 22-1801227
- Plan number
- 002
- Plan type
- 2
- Location
- Elwyn, PA
- Latest filing year
- 2023
- Participants
- 490
- End-of-year plan assets
- $2,429,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 490 | H, C | 20241010102932NAL0009910915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,429,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,429,040
- Net assets (BOY)
- $2,099,642
Income & contributions
- Employer contributions
- $348,439
- Participant contributions
- $146,699
- Total contributions
- $580,451
- Total income / additions
- $872,771
Expenses & distributions
- Benefits paid
- $503,067
- Administrative expenses
- $40,306
- Total expenses
- $543,373
- Net increase / (decrease)
- $329,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Admin Service LLC | NONE | $30,932 | $0 | 2023 |
| Kathmere Capital Managerment LLC | NONE | $9,374 | $0 | 2023 |