Interfaith 403(B) Retirement Plan — Form 5500 plan (The Woodlands Religious Community Inc. Dba Interfaith)
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, Interfaith 403(B) Retirement Plan is a benefit plan reported by The Woodlands Religious Community Inc. Dba Interfaith under EIN 74-1804123 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $7,939,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Woodlands Religious Community Inc. Dba Interfaith
- EIN
- 74-1804123
- Plan number
- 001
- Plan type
- 2
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $7,939,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20241015150343NAL0030087665004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,939,030
- Net assets (EOY)
- $7,939,030
- Net assets (BOY)
- $7,301,530
Income & contributions
- Employer contributions
- $246,211
- Participant contributions
- $373,647
- Total contributions
- $629,184
- Total income / additions
- $1,734,463
Expenses & distributions
- Benefits paid
- $1,041,344
- Administrative expenses
- $39,624
- Total expenses
- $1,096,963
- Net increase / (decrease)
- $637,500
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fondren Oaks Capital Mgmt | INVESTMENT ADVISOR | $19,518 | not reported in the loaded dataset | 2023 |
| Definiti LLC | RECORDKEEPER | $18,523 | not reported in the loaded dataset | 2023 |
| Matrix Trust | CUSTODIAN | $1,305 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $278 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Woodlands Religious Community Inc. Dba Interfaith
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Fondren Oaks Capital Mgmt — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Matrix Trust — Schedule C compensation
- Axa Equitable Life Insurance Co — Schedule C compensation