2023 Form 5500 filing — The United Methodist Homes Of New Jersey 403(B) Savings And Retirement
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 20240917073130NAL0003599984001) for The United Methodist Homes Of New Jersey 403(B) Savings And Retirement, reported by United Methodist Homes Of New Jersey under EIN 21-0634464 and plan number 002. It reports 1,150 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)$21.3MReported net assets$21,282,483
Participants1.1K1,150
Provider compensation$160.7K4 Schedule C row(s)$160,749
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917073130NAL0003599984001
- Plan sponsor
- United Methodist Homes Of New Jersey
- EIN
- 21-0634464
- Plan number
- 002
- Location
- Neptune, NJ
- Received date
- not reported in the loaded dataset
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)$21.3M total assets
Net assets$21.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,282,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,282,483
- Employer contributions
- $729,374
- Participant contributions
- $1,872,734
- Total income / additions
- $5,518,975
- Benefits paid
- $3,097,523
- Administrative expenses
- $122,457
- Total expenses
- $3,233,078
- Net increase / (decrease)
- $2,285,897
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $122,457 | $0 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $38,292 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |