2023 Form 5500 filing — The 401(K) Profit Sharing Plan Of San Francisco Spca
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 20240814155828NAL0006933683001) for The 401(K) Profit Sharing Plan Of San Francisco Spca, reported by San Francisco Spca under EIN 94-0836580 and plan number 002. It reports 498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814155828NAL0006933683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Francisco Spca
- EIN
- 94-0836580
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,502,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,502,312
- Employer contributions
- $552,488
- Participant contributions
- $1,992,532
- Total income / additions
- $6,090,626
- Benefits paid
- $1,931,232
- Administrative expenses
- $82,512
- Total expenses
- $2,013,744
- Net increase / (decrease)
- $4,076,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $45,476 | $0 |
| Newfront Retirement Services Inc | ADVISOR | $37,036 | not reported in the loaded dataset |