2023 Form 5500 filing — Meals On Wheels San Francisco 403(B) Retirement 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 20240920184817NAL0003119859001) for Meals On Wheels San Francisco 403(B) Retirement Plan, reported by Meals On Wheels San Francisco under EIN 94-1741155 and plan number 001. It reports 180 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)$3MReported net assets$3,019,678
Participants180
Provider compensation$26.9K1 Schedule C row(s)$26,893
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920184817NAL0003119859001
Plan sponsor
Meals On Wheels San Francisco
EIN
94-1741155
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$275.9K
Benefits paid / distributions$249K
Contributions
Employer$274.7K
Participant$487.7K
Full reported line items
Total assets (EOY)
$3,019,678
Total liabilities (EOY)
$0
Net assets (EOY)
$3,019,678
Employer contributions
$274,656
Participant contributions
$487,729
Total income / additions
$1,270,083
Benefits paid
$249,026
Administrative expenses
$26,893
Total expenses
$275,919
Net increase / (decrease)
$994,164
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $26.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920184817NAL0003119859001 cover?
It is the 2023 Form 5500 filing for Meals On Wheels San Francisco 403(B) Retirement Plan, reported by Meals On Wheels San Francisco (EIN 94-1741155).
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).

Related Form 5500 pages