Agency For Community Empowerment Of Nepa 403(B) Plan — Form 5500 plan (Agency For Community Empowerment Of Nepa)

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, Agency For Community Empowerment Of Nepa 403(B) Plan is a benefit plan reported by Agency For Community Empowerment Of Nepa under EIN 23-1649434 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $10,470,915 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agency For Community Empowerment Of Nepa
EIN
23-1649434
Plan number
001
Plan type
2
Location
Scranton, PA
Latest filing year
2023
Participants
298
End-of-year plan assets
$10,470,915

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20250613145136NAL0051536722001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,470,915
Total liabilities (EOY)
$0
Net assets (EOY)
$10,470,915
Net assets (BOY)
$13,750,698

Income & contributions

Employer contributions
$309,365
Participant contributions
$354,772
Total contributions
$717,025
Total income / additions
$2,042,781

Expenses & distributions

Benefits paid
$5,277,488
Administrative expenses
$45,076
Total expenses
$5,322,564
Net increase / (decrease)
-$3,279,783

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORD KEEPER$28,787$02023
Prudential Retirement Ins & AnnuityRECORDKEEPER$3,905not reported in the loaded dataset2023
Wilshire Associates Inc.FIDUCIARY ADVISOR$3,861$02023
Empower Annuity Insurance CompanyRECORDKEEPER$169$02023
The Prudential Insurance Company OfINVESTMENT MANAGER$0not reported in the loaded dataset2023

Related Form 5500 pages