2023 Form 5500 filing — Im Sulzbacher Center For The Homeless 403(B) 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 20240715190137NAL0001090083001) for Im Sulzbacher Center For The Homeless 403(B) Plan, reported by I.M. Sulzbacher Center For The Homeless under EIN 59-3229898 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715190137NAL0001090083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I.M. Sulzbacher Center For The Homeless
- EIN
- 59-3229898
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,569,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,569,733
- Employer contributions
- $149,815
- Participant contributions
- $201,844
- Total income / additions
- $702,903
- Benefits paid
- $46,961
- Administrative expenses
- $18,934
- Total expenses
- $65,895
- Net increase / (decrease)
- $637,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | CONTRACT ADMINISTRATOR | $17,170 | $0 |
| Kestra Investment Services LLC | SHAREHOLDR SERVICE PRVDR | $0 | $5,335 |
| Admin Partners LLC | TPA | $1,764 | not reported in the loaded dataset |
| Admin Partners LLC | TPA | $0 | $744 |
| Blackrock | INVESTMENT PROVIDER | $0 | $0 |
| Envestment Retirement Solutions LLC | INVESTMENT PROVIDER | $0 | $0 |
| Franklintempleton | INVESTMENT PROVIDER | $0 | $0 |
| Wells Fargo | INVESTMENT PROVIDER | $0 | $0 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 |
| Pimco Funds | INVESTMENT PROVIDER | $0 | $0 |
| Jp Morgan | INVESTMENT PROVIDER | $0 | $0 |
| Dws Funds | INVESTMENT PROVIDER | $0 | $0 |