Plan5500

Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan — Form 5500 plan (Episcopal Community Services Of The Diocese Of Pennsylvania)

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, Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan is a benefit plan reported by Episcopal Community Services Of The Diocese Of Pennsylvania under EIN 23-1352290 and plan number 003. The latest loaded filing year is 2023. The filing reports 150 participants and $5,271,357 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,250,832
Participants150Covered participants reported
Assets / participant$35.1KComputed: assets ÷ participants$35,142 (computed)
Provider compensation$26.2K3 Schedule C provider row(s)$26,207
Plan sponsor
Episcopal Community Services Of The Diocese Of Pennsylvania
EIN
23-1352290
Plan number
003
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    150 participants · 2Sch HSch C
    View filing →
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)$5.3M total assets
Net assets$5.3MLiabilities$20.5K
Money in vs. money out
Total income / additions$1.2M
Total expenses$492.3K
Benefits paid / distributions$466.1K
Contributions
Employer$125.4K
Participant$336K
Full reported line items

Net assets

Total assets (EOY)
$5,271,357
Total liabilities (EOY)
$20,525
Net assets (EOY)
$5,250,832
Net assets (BOY)
$4,588,987

Income & contributions

Employer contributions
$125,387
Participant contributions
$335,955
Total contributions
$461,342
Total income / additions
$1,154,111

Expenses & distributions

Benefits paid
$466,058
Administrative expenses
$26,208
Total expenses
$492,266
Net increase / (decrease)
$661,845
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 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Global Retirement Partners$22.5K
    INVESTMENT/FINANCIAL ADV · Direct $22.5K
  2. 2
    Adp, LLC$3.7K
    RECORD KEEPER · Direct $3.7K · Indirect $0
  3. 3
    Adp Broker Dealer$0
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan?
Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan is reported as sponsored by Episcopal Community Services Of The Diocese Of Pennsylvania (EIN 23-1352290, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan?
The latest Form 5500 filing year loaded for Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan is 2023.
How many participants does Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan report?
Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan reports 150 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan?
Episcopal Community Services Of The Diocese Of Pennsylvania 401(K) Savings Plan reports $5,271,357 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages