2023 Form 5500 filing — 401(K) Retirement Savings Plan For Employees Of The Dr.Gertrude A. Barber 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 20241010110955NAL0039839314001) for 401(K) Retirement Savings Plan For Employees Of The Dr.Gertrude A. Barber Center, Inc., reported by Dr.Gertrude A. Barber Center, Inc under EIN 23-7447611 and plan number 001. It reports 1,173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010110955NAL0039839314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dr.Gertrude A. Barber Center, Inc
- EIN
- 23-7447611
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 1,173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,026,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,026,311
- Employer contributions
- $706,872
- Participant contributions
- $920,987
- Total income / additions
- $6,979,312
- Benefits paid
- $2,583,641
- Administrative expenses
- $79,116
- Total expenses
- $2,662,757
- Net increase / (decrease)
- $4,316,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Investment Advisors | ADVISOR | $44,360 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $34,756 | $0 |