Defender Association Of Philadelphia Tax Deferred Annuity Plan — Form 5500 plan (Defender Association Of Philadelphia)
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, Defender Association Of Philadelphia Tax Deferred Annuity Plan is a benefit plan reported by Defender Association Of Philadelphia under EIN 23-1445669 and plan number 001. The latest loaded filing year is 2023. The filing reports 882 participants and $125,757,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Defender Association Of Philadelphia
- EIN
- 23-1445669
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 882
- End-of-year plan assets
- $125,757,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 882 | H, C | 20241011102606NAL0036651712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,757,938
- Net assets (EOY)
- $125,757,938
- Net assets (BOY)
- $113,655,299
Income & contributions
- Employer contributions
- $1,973,979
- Participant contributions
- $4,017,262
- Total contributions
- $6,132,482
- Total income / additions
- $24,868,428
Expenses & distributions
- Benefits paid
- $12,553,451
- Administrative expenses
- $212,338
- Total expenses
- $12,765,789
- Net increase / (decrease)
- $12,102,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset | 2023 |
| Kreischer Miller | AUDITOR | $39,334 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $13,401 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITES BROKER | $300 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Defender Association Of Philadelphia
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Resources Investment Advisors LLC — Schedule C compensation
- Kreischer Miller — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation