Upper Moreland Free Public Library 403(B) Dc Plan — Form 5500 plan (Upper Moreland Free Public Library)
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, Upper Moreland Free Public Library 403(B) Dc Plan is a benefit plan reported by Upper Moreland Free Public Library under EIN 23-1603669 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $819,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upper Moreland Free Public Library
- EIN
- 23-1603669
- Plan number
- 002
- Plan type
- 2
- Location
- Willow Grove, PA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $819,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240725104925NAL0014326129001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $819,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $819,562
- Net assets (BOY)
- $842,118
Income & contributions
- Employer contributions
- $35,133
- Participant contributions
- $0
- Total income / additions
- $215,927
Expenses & distributions
- Benefits paid
- $238,483
- Administrative expenses
- $0
- Total expenses
- $238,483
- Net increase / (decrease)
- -$22,556
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.