2023 Form 5500 filing — 403(B) Thrift Plan Of Resources For Seniors

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 20241004090757NAL0011228625001) for 403(B) Thrift Plan Of Resources For Seniors, reported by Resources For Seniors under EIN 56-1035065 and plan number 003. It reports 159 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)$3.5MReported net assets$3,473,973
Participants159
Provider compensation$4001 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004090757NAL0011228625001
Plan sponsor
Resources For Seniors
EIN
56-1035065
Plan number
003
Location
Raleigh, NC
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$625.5K
Total expenses$75.5K
Benefits paid / distributions$70.9K
Contributions
Employer$63.6K
Participant$97.5K
Full reported line items
Total assets (EOY)
$3,473,973
Total liabilities (EOY)
$0
Net assets (EOY)
$3,473,973
Employer contributions
$63,553
Participant contributions
$97,482
Total income / additions
$625,469
Benefits paid
$70,916
Administrative expenses
$4,534
Total expenses
$75,450
Net increase / (decrease)
$550,019
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $400 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004090757NAL0011228625001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Resources For Seniors, reported by Resources For Seniors (EIN 56-1035065).
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