2023 Form 5500 filing — Fellowship Health Resources, Inc. 403(B) 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 20241002084013NAL0016776178001) for Fellowship Health Resources, Inc. 403(B) Plan, reported by Fellowship Health Resources, Inc. under EIN 05-0373414 and plan number 001. It reports 532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002084013NAL0016776178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fellowship Health Resources, Inc.
- EIN
- 05-0373414
- Plan number
- 001
- Location
- Media, PA
- Participants
- 532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,890,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,890,381
- Employer contributions
- $82,628
- Participant contributions
- $632,184
- Total income / additions
- $1,772,566
- Benefits paid
- $615,369
- Administrative expenses
- $34,218
- Total expenses
- $649,587
- Net increase / (decrease)
- $1,122,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | RECORDKEEPER | $26,833 | not reported in the loaded dataset |
| Bdo, Usa Pc | AUDITOR | $5,318 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $2,067 | not reported in the loaded dataset |