Frederick Mennonite Community 403(B) Retirement Plan — Form 5500 plan (Frederick Mennonite Community)
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, Frederick Mennonite Community 403(B) Retirement Plan is a benefit plan reported by Frederick Mennonite Community under EIN 23-1382402 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $5,722,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frederick Mennonite Community
- EIN
- 23-1382402
- Plan number
- 001
- Plan type
- 2
- Location
- Zieglerville, PA
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $5,722,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20241015170607NAL0049056368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,722,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,722,062
- Net assets (BOY)
- $5,785,610
Income & contributions
- Employer contributions
- $173,984
- Participant contributions
- $402,765
- Total contributions
- $577,336
- Total income / additions
- $1,549,726
Expenses & distributions
- Benefits paid
- $1,550,241
- Administrative expenses
- $62,879
- Total expenses
- $1,613,274
- Net increase / (decrease)
- -$63,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $45,276 | not reported in the loaded dataset | 2023 |
| Inr Advisors | NONE | $17,603 | not reported in the loaded dataset | 2023 |