2023 Form 5500 filing — Philippians Management Company 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627073001NAL0020798162001) for Philippians Management Company 401(K) Plan, reported by Philippians Management Company Senior Helpers under EIN 26-2527986 and plan number 001. It reports 59 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$328.9KReported net assets$328,936
Participants59
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240627073001NAL0020798162001
Plan sponsor
Philippians Management Company Senior Helpers
EIN
26-2527986
Plan number
001
Location
Winter Park, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$328.9K total assets
Net assets$328.9KLiabilities
Money in vs. money out
Total income / additions$90.4K
Total expenses$10.9K
Benefits paid / distributions$9.9K
Contributions
Employer$18.6K
Participant$25.2K
Full reported line items
Total assets (EOY)
$328,936
Net assets (EOY)
$328,936
Employer contributions
$18,601
Participant contributions
$25,206
Total income / additions
$90,430
Benefits paid
$9,880
Administrative expenses
$1,025
Total expenses
$10,905
Net increase / (decrease)
$79,525

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627073001NAL0020798162001 cover?
It is the 2023 Form 5500 filing for Philippians Management Company 401(K) Plan, reported by Philippians Management Company Senior Helpers (EIN 26-2527986).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages