2023 Form 5500 filing — Presbyterian Homes & Family Services, Inc. Dba Humankind 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 20241010093857NAL0033725696001) for Presbyterian Homes & Family Services, Inc. Dba Humankind 403(B) Plan, reported by Presbyterian Homes & Family Services, Inc. Dba Humankind under EIN 54-0346118 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010093857NAL0033725696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Homes & Family Services, Inc. Dba Humankind
- EIN
- 54-0346118
- Plan number
- 001
- Location
- Lynchburg, VA
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,394,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,394,472
- Employer contributions
- $380,520
- Participant contributions
- $357,216
- Total income / additions
- $1,662,818
- Benefits paid
- $427,051
- Administrative expenses
- $48,705
- Total expenses
- $475,756
- Net increase / (decrease)
- $1,187,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATOR | $35,182 | $0 |
| Financial Designs, Inc | INVESTMENT ADVISORY | $13,523 | not reported in the loaded dataset |