2023 Form 5500 filing — Lenape Valley Foundation 403b 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 20250414171916NAL0000942963001) for Lenape Valley Foundation 403b Plan, reported by Lenape Valley Foundation under EIN 23-1914438 and plan number 001. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414171916NAL0000942963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lenape Valley Foundation
- EIN
- 23-1914438
- Plan number
- 001
- Location
- Doylestown, PA
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,897,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,897,725
- Employer contributions
- $199,219
- Participant contributions
- $653,804
- Total income / additions
- $2,016,780
- Benefits paid
- $1,124,458
- Administrative expenses
- $58,573
- Total expenses
- $1,183,031
- Net increase / (decrease)
- $833,749
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | CUSTODIAN OF ASSETS | $23,732 | not reported in the loaded dataset |
| Nfp Retirement Inc | ADVISOR | $22,254 | not reported in the loaded dataset |
| Nfp Corporate Services (Pa) Inc | ADVISORY, TPA | $6,114 | not reported in the loaded dataset |