Inglis Foundation 403(B) Retirement Plan — Form 5500 plan (Inglis 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, Inglis Foundation 403(B) Retirement Plan is a benefit plan reported by Inglis Foundation under EIN 23-2326553 and plan number 002. The latest loaded filing year is 2023. The filing reports 914 participants and $22,212,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inglis Foundation
- EIN
- 23-2326553
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 914
- End-of-year plan assets
- $22,212,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 914 | H, C | 20250415172639NAL0003694481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,212,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,212,387
- Net assets (BOY)
- $18,968,360
Income & contributions
- Employer contributions
- $389,925
- Participant contributions
- $1,223,037
- Total contributions
- $1,649,378
- Total income / additions
- $4,164,518
Expenses & distributions
- Benefits paid
- $834,911
- Administrative expenses
- $60,568
- Total expenses
- $920,491
- Net increase / (decrease)
- $3,244,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Life Insurance Co | SERVICE PROVIDER | $60,568 | $0 | 2023 |