403(B) Thrift Plan Of The Council Of Southeast Pennsylvania, Inc. — Form 5500 plan (The Council Of Southeast Pennsylvania, 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, 403(B) Thrift Plan Of The Council Of Southeast Pennsylvania, Inc. is a benefit plan reported by The Council Of Southeast Pennsylvania, Inc. under EIN 23-1972816 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $3,357,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Council Of Southeast Pennsylvania, Inc.
EIN
23-1972816
Plan number
001
Plan type
2
Location
Doylestown, PA
Latest filing year
2023
Participants
121
End-of-year plan assets
$3,357,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121I20240814072853NAL0019596576001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,357,659
Total liabilities (EOY)
$3,723
Net assets (EOY)
$3,353,936
Net assets (BOY)
$3,135,210

Income & contributions

Employer contributions
$61,083
Participant contributions
$132,001
Total income / additions
$605,964

Expenses & distributions

Benefits paid
$378,843
Administrative expenses
$7,927
Total expenses
$387,238
Net increase / (decrease)
$218,726

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages