2023 Form 5500 filing — Families United Network 401(K) 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 20241015154430NAL0016789315001) for Families United Network 401(K) Plan, reported by Families United Network under EIN 23-2857929 and plan number 002. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154430NAL0016789315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Families United Network
- EIN
- 23-2857929
- Plan number
- 002
- Location
- Muncy, PA
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,073,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,073,137
- Employer contributions
- $127,807
- Participant contributions
- $261,076
- Total income / additions
- $1,075,861
- Benefits paid
- $872,126
- Administrative expenses
- $47,716
- Total expenses
- $919,842
- Net increase / (decrease)
- $156,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $40,731 | $0 |
| Cambridge Investment Research | BROKER/ADVISER | $0 | $9,758 |
| Pa Retirement Solutions | THIRD PARTY ADMIN | $5,225 | $4,201 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $1,761 | not reported in the loaded dataset |
| Voya Ret Ins And Annuity Co | OTHER FEES | $0 | $844 |