2023 Form 5500 filing — Field Home 403(B) Retirement 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 20241009104904NAL0019040817001) for Field Home 403(B) Retirement Plan, reported by Field Home-Holy Comforter under EIN 13-1740107 and plan number 001. It reports 180 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)$10.1MReported net assets$10,060,258
Participants180
Provider compensation$30.3K2 Schedule C row(s)$30,274
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009104904NAL0019040817001
- Plan sponsor
- Field Home-Holy Comforter
- EIN
- 13-1740107
- Plan number
- 001
- Location
- Cortlandt Manor, NY
- Received date
- not reported in the loaded dataset
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)$10.1M total assets
Net assets$10.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,060,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,060,258
- Employer contributions
- $12,878
- Participant contributions
- $30,800
- Total income / additions
- $1,105,538
- Benefits paid
- $391,471
- Administrative expenses
- $29,766
- Total expenses
- $421,237
- Net increase / (decrease)
- $684,301
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aspire Advisors | NONE | $17,681 | not reported in the loaded dataset |
| Bpas | NONE | $12,593 | $0 |