2023 Form 5500 filing — Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings 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 20241014104013NAL0027052417001) for Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan, reported by Episcopal Community Services Of The Diocese Of Pennsylvania under EIN 23-1352290 and plan number 003. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104013NAL0027052417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Episcopal Community Services Of The Diocese Of Pennsylvania
- EIN
- 23-1352290
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,271,357
- Total liabilities (EOY)
- $20,525
- Net assets (EOY)
- $5,250,832
- Employer contributions
- $125,387
- Participant contributions
- $335,955
- Total income / additions
- $1,154,111
- Benefits paid
- $466,058
- Administrative expenses
- $26,208
- Total expenses
- $492,266
- Net increase / (decrease)
- $661,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADV | $22,531 | not reported in the loaded dataset |
| Adp, LLC | RECORD KEEPER | $3,676 | $0 |
| Adp Broker Dealer | RECORD KEEPER | $0 | $0 |