Bashor Children'S Home 403(B) Plan — Form 5500 plan (Bashor Children'S Home)
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, Bashor Children'S Home 403(B) Plan is a benefit plan reported by Bashor Children'S Home under EIN 35-0933555 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $8,200,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bashor Children'S Home
- EIN
- 35-0933555
- Plan number
- 001
- Plan type
- 2
- Location
- Goshen, IN
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $8,200,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241031092602NAL0001254627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,200,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,200,170
- Net assets (BOY)
- $6,707,931
Income & contributions
- Employer contributions
- $616,014
- Participant contributions
- $361,498
- Total contributions
- $991,407
- Total income / additions
- $2,285,756
Expenses & distributions
- Benefits paid
- $765,919
- Administrative expenses
- $27,559
- Total expenses
- $793,517
- Net increase / (decrease)
- $1,492,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everence Trust Company | NONE | $25,053 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $2,506 | $11 | 2023 |