2023 Form 5500 filing — Homesafe 403(B) Retirement 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 20240906143434NAL0001233473001) for Homesafe 403(B) Retirement Plan, reported by The Children'S Place At Home Safe, Inc. under EIN 59-1935485 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906143434NAL0001233473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Children'S Place At Home Safe, Inc.
- EIN
- 59-1935485
- Plan number
- 001
- Location
- Lake Worth, FL
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,103,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,103,603
- Employer contributions
- $255,015
- Participant contributions
- $448,840
- Total income / additions
- $1,434,322
- Benefits paid
- $349,985
- Administrative expenses
- $40,548
- Total expenses
- $390,533
- Net increase / (decrease)
- $1,043,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,813 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $16,731 | $7 |