2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Sojourner Family Peace Center, 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 20241002114317NAL0003988355001) for 403(B) Thrift Plan For Employees Of Sojourner Family Peace Center, Inc., reported by Sojourner Family Peace Center, under EIN 39-1276210 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).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,381,478
Participants173
Provider compensation$9021 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002114317NAL0003988355001
Plan sponsor
Sojourner Family Peace Center,
EIN
39-1276210
Plan number
001
Location
Milwaukee, WI
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)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$913.3K
Total expenses$709.3K
Benefits paid / distributions$708.4K
Contributions
Employer$116.2K
Participant$235.4K
Full reported line items
Total assets (EOY)
$3,381,478
Total liabilities (EOY)
$0
Net assets (EOY)
$3,381,478
Employer contributions
$116,198
Participant contributions
$235,409
Total income / additions
$913,274
Benefits paid
$708,379
Administrative expenses
$903
Total expenses
$709,282
Net increase / (decrease)
$203,992
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $902 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002114317NAL0003988355001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Sojourner Family Peace Center, Inc., reported by Sojourner Family Peace Center, (EIN 39-1276210).
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