Habitat For Humanity Of Metro Denver 401(K) Plan — Form 5500 plan (Habitat For Humanity Of Metro Denver)

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, Habitat For Humanity Of Metro Denver 401(K) Plan is a benefit plan reported by Habitat For Humanity Of Metro Denver under EIN 74-2050021 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $4,983,038 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Habitat For Humanity Of Metro Denver
EIN
74-2050021
Plan number
002
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
182
End-of-year plan assets
$4,983,038

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20240902200649NAL0008918323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,983,038
Total liabilities (EOY)
$0
Net assets (EOY)
$4,983,038
Net assets (BOY)
$4,524,512

Income & contributions

Employer contributions
$222,209
Participant contributions
$413,712
Total contributions
$638,168
Total income / additions
$1,462,934

Expenses & distributions

Benefits paid
$974,365
Administrative expenses
$30,043
Total expenses
$1,004,408
Net increase / (decrease)
$458,526

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
EmpowerRECORDKEEPER$17,002$02023
Pensionmark Financial GroupINVESTMENT ADVISORY$12,156not reported in the loaded dataset2023

Related Form 5500 pages