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, 403(B) Thrift Plan For Employees Of Housing Partnership, Inc. is a benefit plan reported by Housing Partnership, Inc. under EIN 59-2704597 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $7,785,209 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,785,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,785,209
- Net assets (BOY)
- $7,314,654
Income & contributions
- Employer contributions
- $199,507
- Participant contributions
- $299,753
- Total contributions
- $618,591
- Total income / additions
- $1,792,357
Expenses & distributions
- Benefits paid
- $1,320,558
- Administrative expenses
- $1,244
- Total expenses
- $1,321,802
- Net increase / (decrease)
- $470,555