Thresholds. Inc. Kent Residential Centers Non-Profit Housing Corporation 403(B) Plan — Form 5500 plan (Thresholds, 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, Thresholds. Inc. Kent Residential Centers Non-Profit Housing Corporation 403(B) Plan is a benefit plan reported by Thresholds, Inc. under EIN 38-2063018 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $7,477,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thresholds, Inc.
- EIN
- 38-2063018
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $7,477,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20250402073746NAL0005251043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,477,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,477,660
- Net assets (BOY)
- $7,345,301
Income & contributions
- Employer contributions
- $166,758
- Participant contributions
- $218,811
- Total contributions
- $385,569
- Total income / additions
- $1,419,789
Expenses & distributions
- Benefits paid
- $1,286,962
- Administrative expenses
- $468
- Total expenses
- $1,287,430
- Net increase / (decrease)
- $132,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fortune Financial Services Inc. | INVESTMENT ADVISOR | $23,474 | not reported in the loaded dataset | 2023 |
| Doeren Mayhew | OTHER | $10,200 | not reported in the loaded dataset | 2023 |
| Watkins Ross | CONTRACT ADMIN | $3,862 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | NONE | $525 | $0 | 2023 |
| Reliastar Life Insurance Co. | SERVICE PROVIDER | $0 | $424 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thresholds, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Fortune Financial Services Inc. — Schedule C compensation
- Doeren Mayhew — Schedule C compensation
- Watkins Ross — Schedule C compensation
- Capital Group Retirement Plan Svcs — Schedule C compensation
- Reliastar Life Insurance Co. — Schedule C compensation