Inglis Foundation 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Inglis Foundation
  • Sponsor EIN: 232326553
  • Sponsor Address: 2600 BELMONT AVE, PHILADELPHIA, PA, 191312713
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 557
  • Total Assets: $22.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023557$22.2M$389,925$1.2M
2022428$19.0M$373,870$1.1M

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