Newcourtland Elder Services 403(B) Plan — Form 5500 plan (Newcourtland Elder Services)
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, Newcourtland Elder Services 403(B) Plan is a benefit plan reported by Newcourtland Elder Services under EIN 23-2734102 and plan number 002. The latest loaded filing year is 2023. The filing reports 436 participants and $11,474,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newcourtland Elder Services
- EIN
- 23-2734102
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $11,474,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241015091758NAL0047164496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,474,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,474,800
- Net assets (BOY)
- $9,649,214
Income & contributions
- Employer contributions
- $439,197
- Participant contributions
- $823,719
- Total contributions
- $1,270,308
- Total income / additions
- $2,702,575
Expenses & distributions
- Benefits paid
- $761,147
- Administrative expenses
- $90,132
- Total expenses
- $876,989
- Net increase / (decrease)
- $1,825,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpas, Inc. | NONE | $70,516 | $0 | 2023 |