2023 Form 5500 filing — Humanity United 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710144539NAL0024298224001) for Humanity United 401(K) Plan, reported by Humanity United under EIN 26-2583590 and plan number 001. It reports 96 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.8MReported net assets$15,814,049
Participants96
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710144539NAL0024298224001
Plan sponsor
Humanity United
EIN
26-2583590
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$876K
Benefits paid / distributions$875.5K
Contributions
Employer$922.9K
Participant$668.7K
Full reported line items
Total assets (EOY)
$15,814,049
Total liabilities (EOY)
$0
Net assets (EOY)
$15,814,049
Employer contributions
$922,936
Participant contributions
$668,678
Total income / additions
$4,522,721
Benefits paid
$875,537
Administrative expenses
$425
Total expenses
$875,962
Net increase / (decrease)
$3,646,759

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710144539NAL0024298224001 cover?
It is the 2023 Form 5500 filing for Humanity United 401(K) Plan, reported by Humanity United (EIN 26-2583590).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages