Employee Benefit Plan Habitat For Humanity Central Arizona — Form 5500 plan (Habitat For Humanity Central Arizona)
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, Employee Benefit Plan Habitat For Humanity Central Arizona is a benefit plan reported by Habitat For Humanity Central Arizona under EIN 74-2401708 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $5,109,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Habitat For Humanity Central Arizona
- EIN
- 74-2401708
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $5,109,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241010131144NAL0011491459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,109,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,109,250
- Net assets (BOY)
- $3,963,609
Income & contributions
- Employer contributions
- $173,030
- Participant contributions
- $346,501
- Total contributions
- $650,485
- Total income / additions
- $1,349,805
Expenses & distributions
- Benefits paid
- $145,940
- Administrative expenses
- $58,224
- Total expenses
- $204,164
- Net increase / (decrease)
- $1,145,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVICER | $35,508 | $0 | 2023 |
| Stadion Money Management | SERVICE PROVIDER | $17,041 | not reported in the loaded dataset | 2023 |
| Sunwest Pensions | TPA | $5,675 | not reported in the loaded dataset | 2023 |