Hope Network Employee 403(B) Plan — Form 5500 plan (Hope Network)

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, Hope Network Employee 403(B) Plan is a benefit plan reported by Hope Network under EIN 38-6108186 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,292 participants and $49,077,994 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.1MPlan net assets, end of year$49,077,994
Participants4.3KCovered participants reported4,292
Assets / participant$11.4KComputed: assets ÷ participants$11,435 (computed)
Provider compensation$176.2K3 Schedule C provider row(s)$176,233
Plan sponsor
Hope Network
EIN
38-6108186
Plan number
002
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,292H, C20241011084456NAL0010738931001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$49.1M total assets
Net assets$49.1MLiabilities$0
Money in vs. money out
Total income / additions$11.4M
Total expenses$4.2M
Benefits paid / distributions$4M
Contributions
Employer$665.1K
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$49,077,994
Total liabilities (EOY)
$0
Net assets (EOY)
$49,077,994
Net assets (BOY)
$41,868,397

Income & contributions

Employer contributions
$665,136
Participant contributions
$2,849,430
Total contributions
$4,158,447
Total income / additions
$11,403,065

Expenses & distributions

Benefits paid
$3,970,512
Administrative expenses
$180,407
Total expenses
$4,193,468
Net increase / (decrease)
$7,209,597
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$147,484$02023
Envestnet Retirement Solutions, LLCINVESTMENT ADVISORY$25,782not reported in the loaded dataset2023
Verdant Graphics LLCSERVICE PROVIDER$2,967not reported in the loaded dataset2023

Related Form 5500 pages