Living Branches Retirement Plan — Form 5500 plan (Living Branches)
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, Living Branches Retirement Plan is a benefit plan reported by Living Branches under EIN 23-2125481 and plan number 002. The latest loaded filing year is 2023. The filing reports 738 participants and $25,292,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Living Branches
- EIN
- 23-2125481
- Plan number
- 002
- Plan type
- 2
- Location
- Lansdale, PA
- Latest filing year
- 2023
- Participants
- 738
- End-of-year plan assets
- $25,292,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 738 | H, C | 20250414081634NAL0001564289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,292,936
- Total liabilities (EOY)
- $439
- Net assets (EOY)
- $25,292,497
- Net assets (BOY)
- $24,616,927
Income & contributions
- Employer contributions
- $1,233,290
- Participant contributions
- $1,076,156
- Total contributions
- $2,367,295
- Total income / additions
- $5,336,435
Expenses & distributions
- Benefits paid
- $4,542,886
- Administrative expenses
- $117,979
- Total expenses
- $4,660,865
- Net increase / (decrease)
- $675,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Girard Advisory Services, LLC | INVESTMENT ADVISOR | $45,304 | not reported in the loaded dataset | 2023 |
| John Hancock Life Ins. Co. U.S.A. | RECORDKEEPER | $4,319 | $0 | 2023 |