2023 Form 5500 filing — The Road Home 403(B)(7) 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 20241011151708NAL0037437296001) for The Road Home 403(B)(7) Retirement Plan, reported by The Road Home under EIN 87-0212465 and plan number 001. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151708NAL0037437296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Road Home
- EIN
- 87-0212465
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,245,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,245,097
- Employer contributions
- $528,075
- Participant contributions
- $341,943
- Total income / additions
- $2,273,247
- Benefits paid
- $494,706
- Administrative expenses
- $30,148
- Total expenses
- $534,653
- Net increase / (decrease)
- $1,738,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investment Institutional | RECORDKEEPER | $17,405 | not reported in the loaded dataset |
| Fidelity Invest. Inst. Operations | INVESTMENT ADVISOR | $6,401 | not reported in the loaded dataset |