2023 Form 5500 filing — Southwestern Pa Human Services, Inc. Tax Sheltered Annuity 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 20241015151028NAL0058343682001) for Southwestern Pa Human Services, Inc. Tax Sheltered Annuity Plan, reported by Southwestern Pa Human Services, Inc. under EIN 25-1492288 and plan number 002. It reports 865 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151028NAL0058343682001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Southwestern Pa Human Services, Inc.
- EIN
- 25-1492288
- Plan number
- 002
- Location
- Charleroi, PA
- Participants
- 865
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,249,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,249,624
- Employer contributions
- $1,688,373
- Total income / additions
- $5,102,574
- Benefits paid
- $2,046,832
- Administrative expenses
- $125
- Total expenses
- $2,046,957
- Net increase / (decrease)
- $3,055,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst. Ops | NONE | $425 | $0 |