Peter Becker Community 403(B) Plan — Form 5500 plan (Peter Becker Community)
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, Peter Becker Community 403(B) Plan is a benefit plan reported by Peter Becker Community under EIN 23-6299695 and plan number 002. The latest loaded filing year is 2023. The filing reports 442 participants and $9,730,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peter Becker Community
- EIN
- 23-6299695
- Plan number
- 002
- Plan type
- 2
- Location
- Harleysville, PA
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $9,730,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20250414162239NAL0000873891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,730,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,730,282
- Net assets (BOY)
- $9,227,843
Income & contributions
- Employer contributions
- $165,581
- Participant contributions
- $374,353
- Total contributions
- $732,512
- Total income / additions
- $1,663,154
Expenses & distributions
- Benefits paid
- $1,159,626
- Administrative expenses
- $1,089
- Total expenses
- $1,160,715
- Net increase / (decrease)
- $502,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axa Equitable Life Insurance Compan | INVESTMENT PROVIDER | $1,028 | $120 | 2023 |