2023 Form 5500 filing — Royal Oaks 403b 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 20241031114203NAL0002650304001) for Royal Oaks 403b Plan, reported by People Of Faith Inc. under EIN 86-0410807 and plan number 002. It reports 374 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)$9MReported net assets$9,039,038
Participants374
Provider compensation$24.9K2 Schedule C row(s)$24,940
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241031114203NAL0002650304001
Plan sponsor
People Of Faith Inc.
EIN
86-0410807
Plan number
002
Location
Sun City, AZ
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)$9.1M total assets
Net assets$9MLiabilities$38.2K
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$494.1K
Participant$587.5K
Full reported line items
Total assets (EOY)
$9,077,200
Total liabilities (EOY)
$38,162
Net assets (EOY)
$9,039,038
Employer contributions
$494,093
Participant contributions
$587,528
Total income / additions
$2,482,515
Benefits paid
$1,748,307
Administrative expenses
$15,828
Total expenses
$1,784,955
Net increase / (decrease)
$697,560
Schedule C

Reported service provider compensation

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

  1. 1
    Pnc Bank$14.8K
    NONE · Direct $14.8K
  2. 2
    NONE · Direct $1K · Indirect $9.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241031114203NAL0002650304001 cover?
It is the 2023 Form 5500 filing for Royal Oaks 403b Plan, reported by People Of Faith Inc. (EIN 86-0410807).
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