2023 Form 5500 filing — Ufcw-Employers Benefit Plans Group Administration LLC Safe Harbor 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 20240916145853NAL0003055872001) for Ufcw-Employers Benefit Plans Group Administration LLC Safe Harbor 401(K) Plan, reported by Ufcw-Employers Benefit Plans Of Northern California Group Admin LLC under EIN 26-0048379 and plan number 002. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.5MReported net assets$22,460,890

Participants214

Provider compensation$2.6K2 Schedule C row(s)$2,609

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240916145853NAL0003055872001
Plan sponsor: Ufcw-Employers Benefit Plans Of Northern California Group Admin LLC
EIN: 26-0048379
Plan number: 002
Location: Concord, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$22.5M total assets

Net assets$22.5MLiabilities$0

Money in vs. money out

Total income / additions$4.7M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$426.1K

Participant$943.6K

Full reported line items

Total assets (EOY): $22,460,890
Total liabilities (EOY): $0
Net assets (EOY): $22,460,890
Employer contributions: $426,059
Participant contributions: $943,559
Total income / additions: $4,729,503
Benefits paid: $1,315,223
Administrative expenses: $8,063
Total expenses: $1,323,286
Net increase / (decrease): $3,406,217

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Jocelyn Investment Management$2.6K
NONE · Direct $2.6K
2
Charles Schwab & Co., Inc.$14
NONE · Direct $14 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916145853NAL0003055872001 cover?: It is the 2023 Form 5500 filing for Ufcw-Employers Benefit Plans Group Administration LLC Safe Harbor 401(K) Plan, reported by Ufcw-Employers Benefit Plans Of Northern California Group Admin LLC (EIN 26-0048379).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).