Familylinks, Inc. 403(B) Plan — Form 5500 plan (Familylinks 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, Familylinks, Inc. 403(B) Plan is a benefit plan reported by Familylinks Inc. under EIN 25-1209266 and plan number 002. The latest loaded filing year is 2023. The filing reports 551 participants and $8,492,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Familylinks Inc.
- EIN
- 25-1209266
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 551
- End-of-year plan assets
- $8,492,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 551 | H, C | 20250408105942NAL0009943651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,492,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,492,339
- Net assets (BOY)
- $7,764,741
Income & contributions
- Employer contributions
- $151,694
- Participant contributions
- $635,694
- Total contributions
- $879,747
- Total income / additions
- $2,022,355
Expenses & distributions
- Benefits paid
- $1,221,570
- Administrative expenses
- $70,408
- Total expenses
- $1,294,757
- Net increase / (decrease)
- $727,598
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECIRDKEEPER | $36,255 | $0 | 2023 |
| Assuredpartners Capital Inc | INVESTMENT ADVISOR | $32,015 | not reported in the loaded dataset | 2023 |
| Metro Benefits Inc | OTHER | $4,958 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,004 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Familylinks Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Assuredpartners Capital Inc — Schedule C compensation
- Metro Benefits Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation