Project Home 401(K) Plan — Form 5500 plan (Project Home)
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, Project Home 401(K) Plan is a benefit plan reported by Project Home under EIN 23-2555950 and plan number 002. The latest loaded filing year is 2023. The filing reports 420 participants and $11,263,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Project Home
- EIN
- 23-2555950
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 420
- End-of-year plan assets
- $11,263,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 420 | H, C | 20241014195427NAL0013803267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,263,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,263,237
- Net assets (BOY)
- $8,588,988
Income & contributions
- Employer contributions
- $707,058
- Participant contributions
- $827,854
- Total contributions
- $1,643,784
- Total income / additions
- $3,282,516
Expenses & distributions
- Benefits paid
- $520,029
- Administrative expenses
- $88,238
- Total expenses
- $608,267
- Net increase / (decrease)
- $2,674,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cornerstone Advisors Asset Mgt | REGISTERED INV ADVISORS | $44,402 | $0 | 2023 |
| John Hancock Life Ins Co | RECORDKEEPER | $3,437 | $0 | 2023 |