2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Italian Home For Children, Inc.
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 20250411100230NAL0012564147001) for 403(B) Thrift Plan For Employees Of Italian Home For Children, Inc., reported by Italian Home For Children, Inc under EIN 04-2103799 and plan number 002. It reports 299 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)$2.8MReported net assets$2,764,583
Participants299
Provider compensation$7401 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250411100230NAL0012564147001
- Plan sponsor
- Italian Home For Children, Inc
- EIN
- 04-2103799
- Plan number
- 002
- Location
- Jamaica Plain, MA
- Received date
- not reported in the loaded dataset
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,764,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,764,583
- Employer contributions
- $0
- Participant contributions
- $225,517
- Total income / additions
- $603,895
- Benefits paid
- $372,240
- Administrative expenses
- $742
- Total expenses
- $372,982
- Net increase / (decrease)
- $230,913
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $740 | $0 |