Depaul Community Resources 403b Plan — Form 5500 plan (Depaul Community Resources)
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, Depaul Community Resources 403b Plan is a benefit plan reported by Depaul Community Resources under EIN 54-1108079 and plan number 003. The latest loaded filing year is 2023. The filing reports 219 participants and $5,397,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Depaul Community Resources
- EIN
- 54-1108079
- Plan number
- 003
- Plan type
- 2
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $5,397,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241015100617NAL0047299568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,397,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,397,398
- Net assets (BOY)
- $4,731,924
Income & contributions
- Employer contributions
- $235,400
- Participant contributions
- $310,867
- Total contributions
- $546,879
- Total income / additions
- $1,420,448
Expenses & distributions
- Benefits paid
- $695,353
- Administrative expenses
- $57,583
- Total expenses
- $754,974
- Net increase / (decrease)
- $665,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group, LLC | INVESTMENT ADVISOR | $22,917 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $22,907 | $0 | 2023 |
| Foti Flynn Lowen & Company Pc | AUDITOR | $12,150 | not reported in the loaded dataset | 2023 |
| Retirement Plan Solutions | CONTRACT ADMIN | $5,522 | $4,859 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Depaul Community Resources
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- Pensionmark Financial Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Foti Flynn Lowen & Company Pc — Schedule C compensation
- Retirement Plan Solutions — Schedule C compensation