Calvary Fellowship Homes, Inc. 403(B) Retirement Plan — Form 5500 plan (Calvary Fellowship Homes, Inc)

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, Calvary Fellowship Homes, Inc. 403(B) Retirement Plan is a benefit plan reported by Calvary Fellowship Homes, Inc under EIN 23-1606038 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $3,029,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calvary Fellowship Homes, Inc
EIN
23-1606038
Plan number
001
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
248
End-of-year plan assets
$3,029,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20241001074738NAL0003121251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,029,379
Total liabilities (EOY)
$0
Net assets (EOY)
$3,029,379
Net assets (BOY)
$2,866,469

Income & contributions

Employer contributions
$118,121
Participant contributions
$213,238
Total contributions
$338,274
Total income / additions
$753,238

Expenses & distributions

Benefits paid
$559,912
Administrative expenses
$29,526
Total expenses
$590,328
Net increase / (decrease)
$162,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fulton Bank, N.ANONE$29,597$02023

Related Form 5500 pages