Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan — Form 5500 plan (Episcopal Community Services Of The Diocese Of Pennsylvania)
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, Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan is a benefit plan reported by Episcopal Community Services Of The Diocese Of Pennsylvania under EIN 23-1352290 and plan number 003. The latest loaded filing year is 2023. The filing reports 150 participants and $5,271,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Episcopal Community Services Of The Diocese Of Pennsylvania
- EIN
- 23-1352290
- Plan number
- 003
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $5,271,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241014104013NAL0027052417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,271,357
- Total liabilities (EOY)
- $20,525
- Net assets (EOY)
- $5,250,832
- Net assets (BOY)
- $4,588,987
Income & contributions
- Employer contributions
- $125,387
- Participant contributions
- $335,955
- Total contributions
- $461,342
- Total income / additions
- $1,154,111
Expenses & distributions
- Benefits paid
- $466,058
- Administrative expenses
- $26,208
- Total expenses
- $492,266
- Net increase / (decrease)
- $661,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADV | $22,531 | not reported in the loaded dataset | 2023 |
| Adp, LLC | RECORD KEEPER | $3,676 | $0 | 2023 |
| Adp Broker Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Episcopal Community Services Of The Diocese Of Pennsylvania
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Global Retirement Partners — Schedule C compensation
- Adp, LLC — Schedule C compensation
- Adp Broker Dealer — Schedule C compensation