Plan5500

Legal Aid Society Of San Diego, Inc — 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, Legal Aid Society Of San Diego, Inc (EIN 95-1869806) is a plan sponsor located in San Diego, 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
95-1869806
Location
San Diego, 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 Legal Aid Society Of San Diego, Inc

  • 2 loaded plans hold $3.1M in reported assets.
  • The largest, Legal Aid Society Of San Diego, Inc. 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 405 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,135,506
Total reported assets$3.1M$3,135,506
Total reported participants405
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$467.4K
Total income / additions$908K
Expenses & distributions
Benefits paid / distributions$150.5K
Total expenses$151.2K
Net increase / (decrease)$756.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Legal Aid Society Of San Diego, Inc. 403(B) Plan
Participants per plan203Average 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
    Legal Aid Society Of San Diego, Inc. 403(B) Plan$3.1M
    Plan #002 · 232 participants · 2023
  2. 2
    Legal Aid Society Of San Diego Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 173 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 Legal Aid Society Of San Diego, Inc. Open one for its full reported snapshot.

  1. 2023
    Legal Aid Society Of San Diego, Inc. 403(B) Plan232 participants · 2Sch H
    View filing →
  2. 2023
    Legal Aid Society Of San Diego Health & Welfare Benefits Plan173 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Legal Aid Society Of San Diego, Inc report on Form 5500?
Legal Aid Society Of San Diego, Inc (EIN 95-1869806) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Legal Aid Society Of San Diego, Inc?
The Employer Identification Number (EIN) reported for Legal Aid Society Of San Diego, Inc is 95-1869806.
What is the latest Form 5500 filing year for Legal Aid Society Of San Diego, Inc?
The latest loaded Form 5500 filing year for Legal Aid Society Of San Diego, Inc is 2023.

Related Form 5500 pages