Philadelphia Protestant Home 401(K) Plan — Form 5500 plan (The Philadelphia Protestant Home)
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, Philadelphia Protestant Home 401(K) Plan is a benefit plan reported by The Philadelphia Protestant Home under EIN 23-1396804 and plan number 002. The latest loaded filing year is 2023. The filing reports 585 participants and $15,091,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Philadelphia Protestant Home
- EIN
- 23-1396804
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 585
- End-of-year plan assets
- $15,091,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 585 | H, C | 20250923071727NAL0006022577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,091,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,091,774
- Net assets (BOY)
- $13,807,211
Income & contributions
- Employer contributions
- $388,807
- Participant contributions
- $609,705
- Total contributions
- $1,016,725
- Total income / additions
- $3,101,537
Expenses & distributions
- Benefits paid
- $1,712,267
- Administrative expenses
- $97,231
- Total expenses
- $1,816,974
- Net increase / (decrease)
- $1,284,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $54,838 | $0 | 2023 |
| Cbiz - Inr | INVESTMENT ADVISOR | $42,393 | not reported in the loaded dataset | 2023 |