2023 Form 5500 filing — Poah/Poahc 401(K) 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 20240923092610NAL0011251569001) for Poah/Poahc 401(K) Plan, reported by Preservation Of Affordable Housing, Inc. under EIN 31-1616634 and plan number 002. It reports 659 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)$31.9MReported net assets$31,861,502
Participants659
Provider compensation$24.4K1 Schedule C row(s)$24,377
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923092610NAL0011251569001
Plan sponsor
Preservation Of Affordable Housing, Inc.
EIN
31-1616634
Plan number
002
Location
Boston, MA
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)$31.9M total assets
Net assets$31.9MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$1.3M
Participant$2.6M
Full reported line items
Total assets (EOY)
$31,861,502
Total liabilities (EOY)
$0
Net assets (EOY)
$31,861,502
Employer contributions
$1,295,882
Participant contributions
$2,619,472
Total income / additions
$8,905,540
Benefits paid
$2,067,997
Administrative expenses
$26,383
Total expenses
$2,094,380
Net increase / (decrease)
$6,811,160
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $24.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923092610NAL0011251569001 cover?
It is the 2023 Form 5500 filing for Poah/Poahc 401(K) Plan, reported by Preservation Of Affordable Housing, Inc. (EIN 31-1616634).
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