Easterseals Of Southeastern Pennsylvania Defined Contribution & 401(K) Plan — Form 5500 plan (Easterseals Of Southeastern 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, Easterseals Of Southeastern Pennsylvania Defined Contribution & 401(K) Plan is a benefit plan reported by Easterseals Of Southeastern Pennsylvania under EIN 23-1352293 and plan number 003. The latest loaded filing year is 2023. The filing reports 493 participants and $13,739,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easterseals Of Southeastern Pennsylvania
- EIN
- 23-1352293
- Plan number
- 003
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $13,739,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20250415084517NAL0003145409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,739,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,739,927
- Net assets (BOY)
- $13,054,135
Income & contributions
- Employer contributions
- $147
- Participant contributions
- $1,031,372
- Total contributions
- $1,083,296
- Total income / additions
- $2,710,745
Expenses & distributions
- Benefits paid
- $1,964,164
- Administrative expenses
- $60,789
- Total expenses
- $2,024,953
- Net increase / (decrease)
- $685,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Veery Capital | INVESTMENT ADVISOR | $25,915 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $24,148 | $0 | 2023 |
| Resources Investment Advisors | CONTRACT ADMINISTRATOR | $10,727 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Easterseals Of Southeastern Pennsylvania
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Veery Capital — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation