Plan5500

Services For The Underserved 403(B) Plan — Form 5500 plan (Services For The Underserved)

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, Services For The Underserved 403(B) Plan is a benefit plan reported by Services For The Underserved under EIN 91-1918247 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,943 participants and $26,022,387 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26MPlan net assets, end of year$26,022,387
Participants1.9KCovered participants reported1,943
Assets / participant$13.4KComputed: assets ÷ participants$13,393 (computed)
Provider compensation$62.5K2 Schedule C provider row(s)$62,508
Plan sponsor
Services For The Underserved
EIN
91-1918247
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,943 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26M total assets
Net assets$26MLiabilities—
Money in vs. money out
Total income / additions$9.1M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$1.2M
Participant$4.5M
Full reported line items

Net assets

Total assets (EOY)
$26,022,387
Net assets (EOY)
$26,022,387
Net assets (BOY)
$19,618,571

Income & contributions

Employer contributions
$1,185,592
Participant contributions
$4,528,227
Total contributions
$5,862,307
Total income / additions
$9,137,767

Expenses & distributions

Benefits paid
$2,646,883
Administrative expenses
$62,508
Total expenses
$2,733,951
Net increase / (decrease)
$6,403,816
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$62.5K
    RECORD KEEPER · Direct $62.5K · Indirect $0
  2. 2
    National Financial Services$0
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Services For The Underserved 403(B) Plan?
Services For The Underserved 403(B) Plan is reported as sponsored by Services For The Underserved (EIN 91-1918247, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Services For The Underserved 403(B) Plan?
The latest Form 5500 filing year loaded for Services For The Underserved 403(B) Plan is 2023.
How many participants does Services For The Underserved 403(B) Plan report?
Services For The Underserved 403(B) Plan reports 1,943 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Services For The Underserved 403(B) Plan?
Services For The Underserved 403(B) Plan reports $26,022,387 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages