Plan5500

Menno Haven, Inc. 403(B) Plan — Form 5500 plan (Menno Haven, Inc.)

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, Menno Haven, Inc. 403(B) Plan is a benefit plan reported by Menno Haven, Inc. under EIN 23-6276101 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $17,230,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Menno Haven, Inc.
EIN
23-6276101
Plan number
001
Plan type
2
Location
Chambersburg, PA
Latest filing year
2023
Participants
706
End-of-year plan assets
$17,230,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023706H, C20240930160033NAL0002747011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,230,775
Total liabilities (EOY)
$0
Net assets (EOY)
$17,230,775
Net assets (BOY)
$14,967,075

Income & contributions

Employer contributions
$478,891
Participant contributions
$807,289
Total contributions
$1,355,568
Total income / additions
$3,684,767

Expenses & distributions

Benefits paid
$1,346,967
Administrative expenses
$55,793
Total expenses
$1,421,067
Net increase / (decrease)
$2,263,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideTRUST RECORDKEEPER$58,983$02023
F&M TrustINVESTMETN PROFESSIONAL$51,843not reported in the loaded dataset2023

Related Form 5500 pages