2023 Form 5500 filing — Thresholds. Inc. Kent Residential Centers Non-Profit Housing Corporation 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 20250402073746NAL0005251043001) for Thresholds. Inc. Kent Residential Centers Non-Profit Housing Corporation 403(B) Plan, reported by Thresholds, Inc. under EIN 38-2063018 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402073746NAL0005251043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thresholds, Inc.
- EIN
- 38-2063018
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,477,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,477,660
- Employer contributions
- $166,758
- Participant contributions
- $218,811
- Total income / additions
- $1,419,789
- Benefits paid
- $1,286,962
- Administrative expenses
- $468
- Total expenses
- $1,287,430
- Net increase / (decrease)
- $132,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fortune Financial Services Inc. | INVESTMENT ADVISOR | $23,474 | not reported in the loaded dataset |
| Doeren Mayhew | OTHER | $10,200 | not reported in the loaded dataset |
| Watkins Ross | CONTRACT ADMIN | $3,862 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | NONE | $525 | $0 |
| Reliastar Life Insurance Co. | SERVICE PROVIDER | $0 | $424 |