Retirement Savings 403(B) Plan For Employees Of Presbyterian Homes — Form 5500 plan (Presbyterian Homes)

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, Retirement Savings 403(B) Plan For Employees Of Presbyterian Homes is a benefit plan reported by Presbyterian Homes under EIN 47-1545753 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,456 participants and $61,335,669 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presbyterian Homes
EIN
47-1545753
Plan number
002
Plan type
2
Location
Skokie, IL
Latest filing year
2023
Participants
1,456
End-of-year plan assets
$61,335,669

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,456H, C20241011115241NAL0012443747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,335,669
Total liabilities (EOY)
$0
Net assets (EOY)
$61,335,669
Net assets (BOY)
$52,547,145

Income & contributions

Employer contributions
$2,311,352
Participant contributions
$4,231,594
Total contributions
$7,102,111
Total income / additions
$15,331,630

Expenses & distributions

Benefits paid
$6,461,902
Administrative expenses
$81,204
Total expenses
$6,543,106
Net increase / (decrease)
$8,788,524

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncCUSTODIAN AND RECORDKEEPE$81,380$02023

Related Form 5500 pages