Im Sulzbacher Center For The Homeless 403(B) Plan — Form 5500 plan (I.M. Sulzbacher Center For The Homeless)
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, Im Sulzbacher Center For The Homeless 403(B) Plan is a benefit plan reported by I.M. Sulzbacher Center For The Homeless under EIN 59-3229898 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $2,569,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.M. Sulzbacher Center For The Homeless
- EIN
- 59-3229898
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $2,569,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20240715190137NAL0001090083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,569,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,569,733
- Net assets (BOY)
- $1,932,725
Income & contributions
- Employer contributions
- $149,815
- Participant contributions
- $201,844
- Total contributions
- $363,145
- Total income / additions
- $702,903
Expenses & distributions
- Benefits paid
- $46,961
- Administrative expenses
- $18,934
- Total expenses
- $65,895
- Net increase / (decrease)
- $637,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance | CONTRACT ADMINISTRATOR | $17,170 | $0 | 2023 |
| Kestra Investment Services LLC | SHAREHOLDR SERVICE PRVDR | $0 | $5,335 | 2023 |
| Admin Partners LLC | TPA | $1,764 | not reported in the loaded dataset | 2023 |
| Admin Partners LLC | TPA | $0 | $744 | 2023 |
| Blackrock | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Envestment Retirement Solutions LLC | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Franklintempleton | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Wells Fargo | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Pimco Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Jp Morgan | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Dws Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.M. Sulzbacher Center For The Homeless
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Massachusetts Mutual Life Insurance — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Admin Partners LLC — Schedule C compensation
- Blackrock — Schedule C compensation
- Envestment Retirement Solutions LLC — Schedule C compensation
- Franklintempleton — Schedule C compensation
- Wells Fargo — Schedule C compensation
- American Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Dws Funds — Schedule C compensation