2023 Form 5500 filing — Safe-Harbour 401(K) Profit Sharing Plan For U.S. Committe For Refugees And Immigrants, 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 20240927142415NAL0001115795001) for Safe-Harbour 401(K) Profit Sharing Plan For U.S. Committe For Refugees And Immigrants, Inc., reported by Us Committee For Refugees And Immigrants under EIN 13-1878704 and plan number 003. It reports 826 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)$21.5MReported net assets$21,497,523

Participants826

Provider compensation$4.4K1 Schedule C row(s)$4,381

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240927142415NAL0001115795001
Plan sponsor: Us Committee For Refugees And Immigrants
EIN: 13-1878704
Plan number: 003
Location: Arlington, VA
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)$21.7M total assets

Net assets$21.5MLiabilities$207.7K

Money in vs. money out

Total income / additions$6.9M

Total expenses$1M

Benefits paid / distributions$1M

Contributions

Employer$2.3M

Participant$1.1M

Full reported line items

Total assets (EOY): $21,705,225
Total liabilities (EOY): $207,702
Net assets (EOY): $21,497,523
Employer contributions: $2,281,145
Participant contributions: $1,128,758
Total income / additions: $6,931,350
Benefits paid: $1,025,246
Administrative expenses: $4,382
Total expenses: $1,029,628
Net increase / (decrease): $5,901,722

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$4.4K
INSURANCE CARRIER · Direct $4.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927142415NAL0001115795001 cover?: It is the 2023 Form 5500 filing for Safe-Harbour 401(K) Profit Sharing Plan For U.S. Committe For Refugees And Immigrants, Inc., reported by Us Committee For Refugees And Immigrants (EIN 13-1878704).
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).