2023 Form 5500 filing — Gift Of Life Donor Program 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 20241015092107NAL0056765474001) for Gift Of Life Donor Program 403(B) Plan, reported by Greater Delaware Valley Society Of Transplant Surgeons under EIN 23-7388767 and plan number 003. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015092107NAL0056765474001
Filing year
2023
Form type
2
Plan sponsor
Greater Delaware Valley Society Of Transplant Surgeons
EIN
23-7388767
Plan number
003
Location
Philadelphia, PA
Participants
466
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$62,517,473
Total liabilities (EOY)
$49
Net assets (EOY)
$62,517,424
Employer contributions
$2,627,865
Participant contributions
$2,241,602
Total income / additions
$13,157,317
Benefits paid
$1,269,040
Administrative expenses
$246,451
Total expenses
$1,529,466
Net increase / (decrease)
$11,627,851
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$156,138$0
Cornerstone Advisors Asset MgmtADVISOR$90,313not reported in the loaded dataset

Related Form 5500 pages