Actionaids, Inc. 403(B) Retirement Plan — Form 5500 plan (Actionaids, Inc. Dbaaction Wellness)

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, Actionaids, Inc. 403(B) Retirement Plan is a benefit plan reported by Actionaids, Inc. Dbaaction Wellness under EIN 23-2446355 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $3,432,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Actionaids, Inc. Dbaaction Wellness
EIN
23-2446355
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
150
End-of-year plan assets
$3,432,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20250415123125NAL0003321921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,432,835
Total liabilities (EOY)
$0
Net assets (EOY)
$3,432,835
Net assets (BOY)
$3,360,923

Income & contributions

Employer contributions
$69,004
Participant contributions
$224,624
Total contributions
$293,628
Total income / additions
$729,757

Expenses & distributions

Benefits paid
$653,882
Administrative expenses
$3,963
Total expenses
$657,845
Net increase / (decrease)
$71,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$16,785not reported in the loaded dataset2023
Mml Investors Services LLCBROKER$0$6,7082023
PpatpaTPA$2,123not reported in the loaded dataset2023

Related Form 5500 pages