Indian Creek Foundation Retirement Plan — Form 5500 plan (Indian Creek Foundation)
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, Indian Creek Foundation Retirement Plan is a benefit plan reported by Indian Creek Foundation under EIN 22-3330096 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $7,991,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indian Creek Foundation
- EIN
- 22-3330096
- Plan number
- 001
- Plan type
- 2
- Location
- Souderton, PA
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $7,991,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20251121091034NAL0006422673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,991,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,991,582
- Net assets (BOY)
- $7,758,877
Income & contributions
- Employer contributions
- $162,303
- Participant contributions
- $396,450
- Total contributions
- $586,138
- Total income / additions
- $1,572,543
Expenses & distributions
- Benefits paid
- $1,288,817
- Administrative expenses
- $51,021
- Total expenses
- $1,339,838
- Net increase / (decrease)
- $232,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Paragon Alliance Group, LLC | TPA FEES | $1,740 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $368 | not reported in the loaded dataset | 2023 |