2023 Form 5500 filing — River Oak Center For Children 403b 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 20240816130742NAL0008319907001) for River Oak Center For Children 403b Plan, reported by River Oak Center For Children under EIN 94-2519001 and plan number 002. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816130742NAL0008319907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- River Oak Center For Children
- EIN
- 94-2519001
- Plan number
- 002
- Location
- Sacramento, CA
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,442,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,442,625
- Employer contributions
- $344,359
- Participant contributions
- $407,181
- Total income / additions
- $1,801,493
- Benefits paid
- $1,087,803
- Administrative expenses
- $33,956
- Total expenses
- $1,122,663
- Net increase / (decrease)
- $678,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $29,441 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $2,360 | $25,955 |
| Valic | NONE | $1,802 | $0 |