Field Home 403(B) Retirement Plan — Form 5500 plan (Field Home-Holy Comforter)

Plain-English plan 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, Field Home 403(B) Retirement Plan is a benefit plan reported by Field Home-Holy Comforter under EIN 13-1740107 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $10,060,258 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.1MPlan net assets, end of year$10,060,258
Participants180Covered participants reported
Assets / participant$55.9KComputed: assets ÷ participants$55,890 (computed)
Provider compensation$30.3K2 Schedule C provider row(s)$30,274
Plan sponsor
Field Home-Holy Comforter
EIN
13-1740107
Plan number
001
Plan type
2
Location
Cortlandt Manor, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241009104904NAL0019040817001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$421.2K
Benefits paid / distributions$391.5K
Contributions
Employer$12.9K
Participant$30.8K
Full reported line items

Net assets

Total assets (EOY)
$10,060,258
Total liabilities (EOY)
$0
Net assets (EOY)
$10,060,258
Net assets (BOY)
$9,375,957

Income & contributions

Employer contributions
$12,878
Participant contributions
$30,800
Total contributions
$43,678
Total income / additions
$1,105,538

Expenses & distributions

Benefits paid
$391,471
Administrative expenses
$29,766
Total expenses
$421,237
Net increase / (decrease)
$684,301
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aspire AdvisorsNONE$17,681not reported in the loaded dataset2023
BpasNONE$12,593$02023

Related Form 5500 pages