Arbor Housing & Development 401(K) Retirement Plan — Form 5500 plan (Steuben Churchpeople Against Poverty Inc Dba Arbor Housing Development)
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, Arbor Housing & Development 401(K) Retirement Plan is a benefit plan reported by Steuben Churchpeople Against Poverty Inc Dba Arbor Housing Development under EIN 16-1166737 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $3,468,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steuben Churchpeople Against Poverty Inc Dba Arbor Housing Development
- EIN
- 16-1166737
- Plan number
- 002
- Plan type
- 2
- Location
- Corning, NY
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $3,468,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241014140219NAL0052582690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,468,887
- Total liabilities (EOY)
- $374
- Net assets (EOY)
- $3,468,513
- Net assets (BOY)
- $3,049,575
Income & contributions
- Employer contributions
- $228,839
- Participant contributions
- $146,682
- Total contributions
- $375,521
- Total income / additions
- $788,216
Expenses & distributions
- Benefits paid
- $335,325
- Administrative expenses
- $33,953
- Total expenses
- $369,278
- Net increase / (decrease)
- $418,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Trust Company, N.A. | TRUSTEE, RECORDKEEPER | $20,881 | $3,066 | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $9,848 | $0 | 2023 |