Ehca 401(K) Retirement Plan — Form 5500 plan (Erie Homes For Children And Adults, 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, Ehca 401(K) Retirement Plan is a benefit plan reported by Erie Homes For Children And Adults, Inc. under EIN 25-0967472 and plan number 002. The latest loaded filing year is 2023. The filing reports 742 participants and $13,916,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erie Homes For Children And Adults, Inc.
- EIN
- 25-0967472
- Plan number
- 002
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 742
- End-of-year plan assets
- $13,916,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 742 | H, C | 20250414134552NAL0000765939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,916,686
- Total liabilities (EOY)
- $7,013
- Net assets (EOY)
- $13,909,673
- Net assets (BOY)
- $12,496,029
Income & contributions
- Employer contributions
- $350,574
- Participant contributions
- $628,774
- Total contributions
- $1,064,192
- Total income / additions
- $2,697,226
Expenses & distributions
- Benefits paid
- $1,160,690
- Administrative expenses
- $82,349
- Total expenses
- $1,283,582
- Net increase / (decrease)
- $1,413,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Licoln National Corporation | RECORDKEEPER | $46,696 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting, LLC | THIRD PARTY ADMIN | $19,961 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions | ASSET MANAGER | $8,515 | not reported in the loaded dataset | 2023 |
| Anchor 3(16) Fiduciary Solutions | FIDUCIARY SERVICES | $7,177 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Erie Homes For Children And Adults, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Licoln National Corporation — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation
- Envestnet Retirement Solutions — Schedule C compensation
- Anchor 3(16) Fiduciary Solutions — Schedule C compensation