Urban League Of Metropolitan St. Louis 403(B) Plan — Form 5500 plan (Urban League Of Metropolitan St. Louis, 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, Urban League Of Metropolitan St. Louis 403(B) Plan is a benefit plan reported by Urban League Of Metropolitan St. Louis, Inc. under EIN 43-0653605 and plan number 003. The latest loaded filing year is 2023. The filing reports 427 participants and $1,856,430 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urban League Of Metropolitan St. Louis, Inc.
EIN
43-0653605
Plan number
003
Plan type
2
Location
St Louis, MO
Latest filing year
2023
Participants
427
End-of-year plan assets
$1,856,430

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H, C20241015101552NAL0056963138001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,856,430
Total liabilities (EOY)
$0
Net assets (EOY)
$1,856,430
Net assets (BOY)
$1,225,101

Income & contributions

Employer contributions
$328,176
Participant contributions
$247,423
Total contributions
$575,599
Total income / additions
$809,518

Expenses & distributions

Benefits paid
$153,586
Administrative expenses
$19,746
Total expenses
$178,189
Net increase / (decrease)
$631,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,052$02023
Archford Capital Strategies, LLCINVESTMENT ADVISORY$5,694$52023

Related Form 5500 pages