Community Education Alliance Of West Philadelphia 403(B) Plan — Form 5500 plan (Community Education Alliance Of West Philadelphia)
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, Community Education Alliance Of West Philadelphia 403(B) Plan is a benefit plan reported by Community Education Alliance Of West Philadelphia under EIN 30-0092680 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $2,902,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Education Alliance Of West Philadelphia
- EIN
- 30-0092680
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $2,902,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20250415125648NAL0001429331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,902,498
- Total liabilities (EOY)
- $4,048
- Net assets (EOY)
- $2,898,450
- Net assets (BOY)
- $2,441,684
Income & contributions
- Employer contributions
- $216,161
- Participant contributions
- $274,288
- Total contributions
- $496,449
- Total income / additions
- $868,704
Expenses & distributions
- Benefits paid
- $396,584
- Administrative expenses
- $15,354
- Total expenses
- $411,938
- Net increase / (decrease)
- $456,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | FINANCIAL ADVISOR | $13,619 | not reported in the loaded dataset | 2023 |
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $4,730 | 2023 |