Fred Finch Youth And Family Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fred Finch Youth And Family Services (EIN 94-0474080) is a plan sponsor located in Oakland, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-0474080
Location
Oakland, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.1MSummed across loaded plans$26,070,104
Total reported assets$26.1M$26,070,104
Total reported participants1.1K1,074
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.1M total assets
Net assets$26.1MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.5M
Total income / additions$6M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.5M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Fred Finch Youth Center 401(K)
Participants per plan537Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 743 participants · 2023
  2. 2
    Plan #501 · 331 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fred Finch Youth And Family Services
YearPlanParticipantsSchedulesFiling
2023Fred Finch Youth And Family Services Health And Welfare Plan33120250107075731NAL0015128992001
2023Fred Finch Youth Center 401(K)743H, C20250415195110NAL0007301346001

Related Form 5500 pages