403(B) Thrift Plan For The The Pennsylvania Society For Prevention Of Cruel — Form 5500 plan (The Pennsylvania Society For Prevention Of Cruel)
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, 403(B) Thrift Plan For The The Pennsylvania Society For Prevention Of Cruel is a benefit plan reported by The Pennsylvania Society For Prevention Of Cruel under EIN 23-1352269 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $1,632,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pennsylvania Society For Prevention Of Cruel
- EIN
- 23-1352269
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $1,632,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20260218094634NAL0007384737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,632,237
- Net assets (EOY)
- $1,632,237
- Net assets (BOY)
- $1,288,938
Income & contributions
- Employer contributions
- $32,068
- Participant contributions
- $180,004
- Total contributions
- $213,790
- Total income / additions
- $450,083
Expenses & distributions
- Benefits paid
- $82,878
- Administrative expenses
- $23,906
- Total expenses
- $106,784
- Net increase / (decrease)
- $343,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Ins. Co. | RECORDKEEPER | $13,143 | $0 | 2023 |
| Alliant Insurance Services | CONTRACT ADMIN | $8,156 | $1,361 | 2023 |
| Advised Assets Group | INVESTMENT MGMT. | $903 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Pennsylvania Society For Prevention Of Cruel
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Great-West Life & Annuity Ins. Co. — Schedule C compensation
- Alliant Insurance Services — Schedule C compensation
- Advised Assets Group — Schedule C compensation