2023 Form 5500 filing — Sponsors For Educational Opportunity 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 20241015174242NAL0050736800001) for Sponsors For Educational Opportunity 403(B) Plan, reported by Sponsors For Educational Opportunity under EIN 13-2578670 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.7MReported net assets$15,745,449
Participants359
Provider compensation$11.1K1 Schedule C row(s)$11,142
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015174242NAL0050736800001
Plan sponsor
Sponsors For Educational Opportunity
EIN
13-2578670
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.7M total assets
Net assets$15.7MLiabilities
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$781.2K
Participant$1.2M
Full reported line items
Total assets (EOY)
$15,745,449
Net assets (EOY)
$15,745,449
Employer contributions
$781,198
Participant contributions
$1,210,724
Total income / additions
$4,767,813
Benefits paid
$1,895,198
Administrative expenses
$11,400
Total expenses
$1,906,598
Net increase / (decrease)
$2,861,215
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    11142 RECORDKEEPER · Direct $11.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015174242NAL0050736800001 cover?
It is the 2023 Form 5500 filing for Sponsors For Educational Opportunity 403(B) Plan, reported by Sponsors For Educational Opportunity (EIN 13-2578670).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages