2023 Form 5500 filing — 403(B) Thrift Plan Of Congregation Of The Daughters Of Divine Charity, Inc.

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 20240905144347NAL0021665009001) for 403(B) Thrift Plan Of Congregation Of The Daughters Of Divine Charity, Inc., reported by Congregation Of The Daughters Of Divine Charity, Inc. under EIN 13-5562407 and plan number 001. It reports 147 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)$7.4MReported net assets$7,370,663

Participants147

Provider compensation$1641 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240905144347NAL0021665009001
Plan sponsor: Congregation Of The Daughters Of Divine Charity, Inc.
EIN: 13-5562407
Plan number: 001
Location: Staten Island, NY
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)$7.4M total assets

Net assets$7.4MLiabilities$0

Money in vs. money out

Total income / additions$1.4M

Total expenses$974.1K

Benefits paid / distributions$973.9K

Contributions

Employer$195.4K

Participant$291.5K

Full reported line items

Total assets (EOY): $7,370,663
Total liabilities (EOY): $0
Net assets (EOY): $7,370,663
Employer contributions: $195,420
Participant contributions: $291,475
Total income / additions: $1,435,021
Benefits paid: $973,925
Administrative expenses: $179
Total expenses: $974,104
Net increase / (decrease): $460,917

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$164
RECORDKEEPER · Direct $164 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905144347NAL0021665009001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Congregation Of The Daughters Of Divine Charity, Inc., reported by Congregation Of The Daughters Of Divine Charity, Inc. (EIN 13-5562407).
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).