Inglis House Retirement Plan — Form 5500 plan (Inglis House)
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, Inglis House Retirement Plan is a benefit plan reported by Inglis House under EIN 23-1352284 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $17,704,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inglis House
- EIN
- 23-1352284
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $17,704,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20250415151958NAL0005865616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,704,982
- Total liabilities (EOY)
- $61,882
- Net assets (EOY)
- $17,643,100
- Net assets (BOY)
- $17,856,415
Income & contributions
- Employer contributions
- $845,956
- Total contributions
- $845,956
- Total income / additions
- $1,860,806
Expenses & distributions
- Benefits paid
- $1,731,817
- Administrative expenses
- $342,304
- Total expenses
- $2,074,121
- Net increase / (decrease)
- -$213,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisors Inc. | NONE | $84,133 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $61,624 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust Company | NONE | $17,081 | not reported in the loaded dataset | 2023 |