2023 Form 5500 filing — Retirement Savings 403(B) Plan For Employees Of Presbyterian Homes
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 20241011115241NAL0012443747001) for Retirement Savings 403(B) Plan For Employees Of Presbyterian Homes, reported by Presbyterian Homes under EIN 47-1545753 and plan number 002. It reports 1,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115241NAL0012443747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Homes
- EIN
- 47-1545753
- Plan number
- 002
- Location
- Skokie, IL
- Participants
- 1,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,335,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,335,669
- Employer contributions
- $2,311,352
- Participant contributions
- $4,231,594
- Total income / additions
- $15,331,630
- Benefits paid
- $6,461,902
- Administrative expenses
- $81,204
- Total expenses
- $6,543,106
- Net increase / (decrease)
- $8,788,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | CUSTODIAN AND RECORDKEEPE | $81,380 | $0 |