2023 Form 5500 filing — Ehca 401(K) Retirement 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 20250414134552NAL0000765939001) for Ehca 401(K) Retirement Plan, reported by Erie Homes For Children And Adults, Inc. under EIN 25-0967472 and plan number 002. It reports 742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414134552NAL0000765939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erie Homes For Children And Adults, Inc.
- EIN
- 25-0967472
- Plan number
- 002
- Location
- Erie, PA
- Participants
- 742
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,916,686
- Total liabilities (EOY)
- $7,013
- Net assets (EOY)
- $13,909,673
- Employer contributions
- $350,574
- Participant contributions
- $628,774
- Total income / additions
- $2,697,226
- Benefits paid
- $1,160,690
- Administrative expenses
- $82,349
- Total expenses
- $1,283,582
- Net increase / (decrease)
- $1,413,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Licoln National Corporation | RECORDKEEPER | $46,696 | not reported in the loaded dataset |
| M2b Retirement Consulting, LLC | THIRD PARTY ADMIN | $19,961 | not reported in the loaded dataset |
| Envestnet Retirement Solutions | ASSET MANAGER | $8,515 | not reported in the loaded dataset |
| Anchor 3(16) Fiduciary Solutions | FIDUCIARY SERVICES | $7,177 | not reported in the loaded dataset |