Plan5500

Donorconnect 403(B) Retirement Plan — Form 5500 plan (Donorconnect)

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, Donorconnect 403(B) Retirement Plan is a benefit plan reported by Donorconnect under EIN 87-0447660 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $12,316,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Donorconnect
EIN
87-0447660
Plan number
001
Plan type
2
Location
Murray, UT
Latest filing year
2023
Participants
176
End-of-year plan assets
$12,316,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20240731152814NAL0012828019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,316,865
Total liabilities (EOY)
$2,296
Net assets (EOY)
$12,314,569
Net assets (BOY)
$11,986,878

Income & contributions

Employer contributions
$599,183
Participant contributions
$655,310
Total contributions
$1,254,493
Total income / additions
$2,837,356

Expenses & distributions

Benefits paid
$2,444,998
Administrative expenses
$64,667
Total expenses
$2,509,665
Net increase / (decrease)
$327,691

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$37,996not reported in the loaded dataset2023
Onedigital Investment Advisors LLCNONE$11,766not reported in the loaded dataset2023
Resources Investment Advisers, IncNONE$10,780not reported in the loaded dataset2023
Fiduciary Wise, LLCNONE$4,125not reported in the loaded dataset2023

Related Form 5500 pages