Overbrook Friedlander Programs 403(B) Retirement Plan — Form 5500 plan (Overbrook Friedlander Programs)
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, Overbrook Friedlander Programs 403(B) Retirement Plan is a benefit plan reported by Overbrook Friedlander Programs under EIN 23-2469202 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $3,050,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Overbrook Friedlander Programs
- EIN
- 23-2469202
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $3,050,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241021104228NAL0000823651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,050,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,050,154
- Net assets (BOY)
- $2,435,118
Income & contributions
- Employer contributions
- $201,783
- Participant contributions
- $123,070
- Total contributions
- $333,901
- Total income / additions
- $695,126
Expenses & distributions
- Benefits paid
- $32,249
- Administrative expenses
- $47,841
- Total expenses
- $80,090
- Net increase / (decrease)
- $615,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. | BROKER/DEALER FIRM | $22,878 | not reported in the loaded dataset | 2023 |
| Nationwide Financial | CUSTODIAN | $14,433 | $4,341 | 2023 |
| Nfp | ADVISOR/TPA | $6,190 | $0 | 2023 |
| Brinker Capital Investments | THIRD PARTY INVESTMENT A | $4,341 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Overbrook Friedlander Programs
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Nfp Retirement Inc. — Schedule C compensation
- Nationwide Financial — Schedule C compensation
- Nfp — Schedule C compensation
- Brinker Capital Investments — Schedule C compensation