Gaudenzia 403b Plan — Form 5500 plan (Gaudenzia, 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, Gaudenzia 403b Plan is a benefit plan reported by Gaudenzia, Inc. under EIN 23-1706895 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,303 participants and $17,274,460 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gaudenzia, Inc.
EIN
23-1706895
Plan number
001
Plan type
2
Location
Norristown, PA
Latest filing year
2023
Participants
1,303
End-of-year plan assets
$17,274,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,303H, C20241004155138NAL0012411281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,274,460
Total liabilities (EOY)
$7,427
Net assets (EOY)
$17,267,033
Net assets (BOY)
$16,292,591

Income & contributions

Employer contributions
$850,160
Participant contributions
$2,480,832
Total contributions
$3,624,517
Total income / additions
$5,986,969

Expenses & distributions

Benefits paid
$4,866,585
Administrative expenses
$128,345
Total expenses
$5,012,527
Net increase / (decrease)
$974,442

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$128,466$02023
Mml Investor Services LLCINVESTMENT ADVISORY$0$28,9242023
Tax Sheltered Compensation, Inc.OTHER SERVICES$0$14,6102023

Related Form 5500 pages