2023 Form 5500 filing — Housing Works, Inc. 403(B) Tda 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 20241114163811NAL0011373347001) for Housing Works, Inc. 403(B) Tda Plan, reported by Housing Works, Inc. under EIN 13-3584089 and plan number 001. It reports 478 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)$18.9MReported net assets$18,864,574
Participants478
Provider compensation$23K5 Schedule C row(s)$23,003
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241114163811NAL0011373347001
Plan sponsor
Housing Works, Inc.
EIN
13-3584089
Plan number
001
Location
Brooklyn, 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)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$651.6K
Benefits paid / distributions$610.2K
Contributions
Employer$448.3K
Participant$1.2M
Full reported line items
Total assets (EOY)
$18,864,574
Total liabilities (EOY)
$0
Net assets (EOY)
$18,864,574
Employer contributions
$448,346
Participant contributions
$1,207,772
Total income / additions
$4,004,176
Benefits paid
$610,154
Administrative expenses
$18,190
Total expenses
$651,576
Net increase / (decrease)
$3,352,600
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$18.2K
    NONE · Direct $18.2K · Indirect $0
  2. 2
    Tiaa$3.6K
    NONE · Direct $3.6K · Indirect $0
  3. 3
    NONE · Direct $747 · Indirect $0
  4. 4
    NONE · Direct $377 · Indirect $0
  5. 5
    Tiaa$41
    NONE · Direct $41 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241114163811NAL0011373347001 cover?
It is the 2023 Form 5500 filing for Housing Works, Inc. 403(B) Tda Plan, reported by Housing Works, Inc. (EIN 13-3584089).
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