2023 Form 5500 filing — Peter Becker Community 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 20250414162239NAL0000873891001) for Peter Becker Community 403(B) Plan, reported by Peter Becker Community under EIN 23-6299695 and plan number 002. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414162239NAL0000873891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peter Becker Community
- EIN
- 23-6299695
- Plan number
- 002
- Location
- Harleysville, PA
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,730,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,730,282
- Employer contributions
- $165,581
- Participant contributions
- $374,353
- Total income / additions
- $1,663,154
- Benefits paid
- $1,159,626
- Administrative expenses
- $1,089
- Total expenses
- $1,160,715
- Net increase / (decrease)
- $502,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axa Equitable Life Insurance Compan | INVESTMENT PROVIDER | $1,028 | $120 |