2023 Form 5500 filing — 403(B) Thrift Plan Of Services To Enhance Potential

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 20240816130659NAL0014290577001) for 403(B) Thrift Plan Of Services To Enhance Potential, reported by Services To Enhance Potential under EIN 23-7289763 and plan number 002. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,420,378
Participants217
Provider compensation$241 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240816130659NAL0014290577001
Plan sponsor
Services To Enhance Potential
EIN
23-7289763
Plan number
002
Location
Dearborn, MI
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$746.9K
Benefits paid / distributions$745.9K
Contributions
Employer$272.4K
Participant$198.8K
Full reported line items
Total assets (EOY)
$8,420,378
Total liabilities (EOY)
$0
Net assets (EOY)
$8,420,378
Employer contributions
$272,418
Participant contributions
$198,803
Total income / additions
$1,518,631
Benefits paid
$745,861
Administrative expenses
$789
Total expenses
$746,920
Net increase / (decrease)
$771,711
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE CARRIER · Direct $24 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816130659NAL0014290577001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Services To Enhance Potential, reported by Services To Enhance Potential (EIN 23-7289763).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages