Episcopal Community Services 401k Plan — Form 5500 plan (Episcopal Community Services)
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, Episcopal Community Services 401k Plan is a benefit plan reported by Episcopal Community Services under EIN 95-1945256 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $13,658,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Episcopal Community Services
- EIN
- 95-1945256
- Plan number
- 001
- Plan type
- 2
- Location
- National City, CA
- Latest filing year
- 2023
- Participants
- 494
- End-of-year plan assets
- $13,658,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 494 | H, C | 20241010132615NAL0035802032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,658,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,658,772
- Net assets (BOY)
- $11,829,053
Income & contributions
- Employer contributions
- $593,604
- Participant contributions
- $968,599
- Total contributions
- $1,619,224
- Total income / additions
- $3,533,662
Expenses & distributions
- Benefits paid
- $1,631,234
- Administrative expenses
- $72,709
- Total expenses
- $1,703,943
- Net increase / (decrease)
- $1,829,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement | RETAINED BY EMPLOYER | $47,578 | $0 | 2023 |
| Mma Securities LLC | RETAINED BY EMPLOYER | $25,131 | not reported in the loaded dataset | 2023 |