Erie Neighborhood House 403(B) — Form 5500 plan (Erie Neighborhood House)
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, Erie Neighborhood House 403(B) is a benefit plan reported by Erie Neighborhood House under EIN 36-3043253 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $4,316,546 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erie Neighborhood House
- EIN
- 36-3043253
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $4,316,546
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241011085309NAL0010744243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,316,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,316,546
- Net assets (BOY)
- $3,593,868
Income & contributions
- Employer contributions
- $121,357
- Participant contributions
- $254,556
- Total contributions
- $379,621
- Total income / additions
- $1,035,840
Expenses & distributions
- Benefits paid
- $278,808
- Administrative expenses
- $29,332
- Total expenses
- $313,162
- Net increase / (decrease)
- $722,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dubuque Bank & Trust Company | NONE | $18,341 | $0 | 2023 |
| July Business Services LLC | RECORDKEEPER | $7,743 | not reported in the loaded dataset | 2023 |
| Faro Advisory | INVESTMENT ADVISORY | $3,248 | $0 | 2023 |