Presbyterian Homes & Family Services, Inc. Dba Humankind 403(B) Plan — Form 5500 plan (Presbyterian Homes & Family Services, Inc. Dba Humankind)

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, Presbyterian Homes & Family Services, Inc. Dba Humankind 403(B) Plan is a benefit plan reported by Presbyterian Homes & Family Services, Inc. Dba Humankind under EIN 54-0346118 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $6,394,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presbyterian Homes & Family Services, Inc. Dba Humankind
EIN
54-0346118
Plan number
001
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
196
End-of-year plan assets
$6,394,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241010093857NAL0033725696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,394,472
Total liabilities (EOY)
$0
Net assets (EOY)
$6,394,472
Net assets (BOY)
$5,207,410

Income & contributions

Employer contributions
$380,520
Participant contributions
$357,216
Total contributions
$941,781
Total income / additions
$1,662,818

Expenses & distributions

Benefits paid
$427,051
Administrative expenses
$48,705
Total expenses
$475,756
Net increase / (decrease)
$1,187,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMINISTRATOR$35,182$02023
Financial Designs, IncINVESTMENT ADVISORY$13,523not reported in the loaded dataset2023

Related Form 5500 pages