Lenape Valley Foundation 403b Plan — Form 5500 plan (Lenape Valley Foundation)
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, Lenape Valley Foundation 403b Plan is a benefit plan reported by Lenape Valley Foundation under EIN 23-1914438 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $9,897,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lenape Valley Foundation
- EIN
- 23-1914438
- Plan number
- 001
- Plan type
- 2
- Location
- Doylestown, PA
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $9,897,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20250414171916NAL0000942963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,897,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,897,725
- Net assets (BOY)
- $9,063,976
Income & contributions
- Employer contributions
- $199,219
- Participant contributions
- $653,804
- Total contributions
- $903,019
- Total income / additions
- $2,016,780
Expenses & distributions
- Benefits paid
- $1,124,458
- Administrative expenses
- $58,573
- Total expenses
- $1,183,031
- Net increase / (decrease)
- $833,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | CUSTODIAN OF ASSETS | $23,732 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | ADVISOR | $22,254 | not reported in the loaded dataset | 2023 |
| Nfp Corporate Services (Pa) Inc | ADVISORY, TPA | $6,114 | not reported in the loaded dataset | 2023 |