Plan5500

Mercy Housing, Inc. 403(B) Plan — Form 5500 plan (Mercy Housing, 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, Mercy Housing, Inc. 403(B) Plan is a benefit plan reported by Mercy Housing, Inc. under EIN 47-0646706 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,296 participants and $85,499,540 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mercy Housing, Inc.
EIN
47-0646706
Plan number
002
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
2,296
End-of-year plan assets
$85,499,540

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,296H, C20241015104518NAL0057060498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,499,540
Net assets (EOY)
$85,499,540
Net assets (BOY)
$68,155,055

Income & contributions

Employer contributions
$3,707,003
Participant contributions
$6,031,502
Total contributions
$10,385,352
Total income / additions
$23,679,493

Expenses & distributions

Benefits paid
$6,060,292
Administrative expenses
$262,519
Total expenses
$6,335,008
Net increase / (decrease)
$17,344,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$222,696$02023
Innovest Portfolio Solutions, LLCINVESTMENT ADVISOR$39,823not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages