Partnership For Children Of Essex 403b Plan — Form 5500 plan (Partnership For Children Of Essex)
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, Partnership For Children Of Essex 403b Plan is a benefit plan reported by Partnership For Children Of Essex under EIN 37-1478115 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $4,707,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Partnership For Children Of Essex
- EIN
- 37-1478115
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomfield, NJ
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $4,707,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20250415134735NAL0003317649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,707,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,707,321
- Net assets (BOY)
- $4,051,525
Income & contributions
- Employer contributions
- $386,445
- Participant contributions
- $401,723
- Total contributions
- $792,197
- Total income / additions
- $1,195,549
Expenses & distributions
- Benefits paid
- $501,577
- Administrative expenses
- $38,176
- Total expenses
- $539,753
- Net increase / (decrease)
- $655,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,214 | $0 | 2023 |
| Intac Actuarial Services, Inc. | CONTRACT ADMINISTRATOR | $11,670 | $1,759 | 2023 |
| Osiac Wealth, Inc. | INVESTMENT ADVISORY | $0 | $6,234 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Partnership For Children Of Essex
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Bloomfield, NJ
- Principal Life Insurance Company — Schedule C compensation
- Intac Actuarial Services, Inc. — Schedule C compensation
- Osiac Wealth, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation