2023 Form 5500 filing — Indian Creek Foundation 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 20251121091034NAL0006422673001) for Indian Creek Foundation Retirement Plan, reported by Indian Creek Foundation under EIN 22-3330096 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251121091034NAL0006422673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indian Creek Foundation
- EIN
- 22-3330096
- Plan number
- 001
- Location
- Souderton, PA
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,991,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,991,582
- Employer contributions
- $162,303
- Participant contributions
- $396,450
- Total income / additions
- $1,572,543
- Benefits paid
- $1,288,817
- Administrative expenses
- $51,021
- Total expenses
- $1,339,838
- Net increase / (decrease)
- $232,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Paragon Alliance Group, LLC | TPA FEES | $1,740 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $368 | not reported in the loaded dataset |