Brethren Village 403(B) Retirement Program — Form 5500 plan (Brethren Village)
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, Brethren Village 403(B) Retirement Program is a benefit plan reported by Brethren Village under EIN 23-1425014 and plan number 002. The latest loaded filing year is 2023. The filing reports 493 participants and $9,302,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brethren Village
- EIN
- 23-1425014
- Plan number
- 002
- Plan type
- 2
- Location
- Lititz, PA
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $9,302,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20240731102625NAL0021338561002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,302,435
- Net assets (EOY)
- $9,302,435
- Net assets (BOY)
- $7,693,197
Income & contributions
- Employer contributions
- $281,665
- Participant contributions
- $587,115
- Total contributions
- $936,177
- Total income / additions
- $2,109,253
Expenses & distributions
- Benefits paid
- $495,689
- Administrative expenses
- $4,326
- Total expenses
- $500,015
- Net increase / (decrease)
- $1,609,238
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $4,326 | $0 | 2023 |