Plan5500

Family Resource & Referral Cen — 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, Family Resource & Referral Cen (EIN 94-1691503) is a plan sponsor located in Stockton, 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
94-1691503
Location
Stockton, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Family Resource & Referral Cen

  • 2 loaded plans hold $11.2M in reported assets.
  • The largest, Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Family Resource & Referral Center Of San Joaquin, holds 100% of this company's reported plan assets.
  • Plans cover 382 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,199,332
Total reported assets$11.2M$11,199,332
Total reported participants382
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities$0
Contributions & income
Employer contributions$273.9K
Participant contributions$368.9K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$358.8K
Total expenses$359.5K
Net increase / (decrease)$1.8M

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%Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Family Resource & Referral Center Of San Joaquin
Participants per plan191Average 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
    Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Family Resource & Referral Center Of San Joaquin$11.2M
    Plan #001 · 234 participants · 2023
  2. 2
    Family Resource & Referral Center Welfare Benefit Plannot reported in the loaded dataset
    Plan #503 · 148 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Family Resource & Referral Cen. Open one for its full reported snapshot.

  1. 2023
    Family Resource & Referral Center Welfare Benefit Plan148 participants · 2No schedules
    View filing →
  2. 2023
    Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Family Resource & Referral Center Of San Joaquin234 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Family Resource & Referral Cen report on Form 5500?
Family Resource & Referral Cen (EIN 94-1691503) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Family Resource & Referral Cen?
The Employer Identification Number (EIN) reported for Family Resource & Referral Cen is 94-1691503.
What is the latest Form 5500 filing year for Family Resource & Referral Cen?
The latest loaded Form 5500 filing year for Family Resource & Referral Cen is 2023.

Related Form 5500 pages