Philabundance 403(B) Retirement Plan — Form 5500 plan (Philabundance)
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, Philabundance 403(B) Retirement Plan is a benefit plan reported by Philabundance under EIN 23-2290505 and plan number 002. The latest loaded filing year is 2023. The filing reports 245 participants and $5,095,145 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.1MPlan net assets, end of year$5,095,145
Participants245Covered participants reported
Assets / participant$20.8KComputed: assets ÷ participants$20,797 (computed)
Provider compensation$20.1K1 Schedule C provider row(s)$20,139
- Plan sponsor
- Philabundance
- EIN
- 23-2290505
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20251205102505NAL0003127761001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,095,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,095,145
- Net assets (BOY)
- $4,650,341
Income & contributions
- Employer contributions
- $175,891
- Participant contributions
- $396,714
- Total contributions
- $581,948
- Total income / additions
- $1,510,788
Expenses & distributions
- Benefits paid
- $1,039,549
- Administrative expenses
- $24,758
- Total expenses
- $1,065,984
- Net increase / (decrease)
- $444,804
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,139 | $0 | 2023 |