2023 Form 5500 filing — California Human Development Corporation 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 20241003135411NAL0017196176001) for California Human Development Corporation 403(B) Retirement Plan, reported by California Human Development Corporation under EIN 94-1653023 and plan number 001. It reports 144 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)$3.2MReported net assets$3,201,758

Participants144

Provider compensation$24.2K4 Schedule C row(s)$24,204

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241003135411NAL0017196176001
Plan sponsor: California Human Development Corporation
EIN: 94-1653023
Plan number: 001
Location: Santa Rosa, 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)$3.2M total assets

Net assets$3.2MLiabilities$0

Money in vs. money out

Total income / additions$737.1K

Total expenses$323.5K

Benefits paid / distributions$298.9K

Contributions

Employer$32.1K

Participant$276.5K

Full reported line items

Total assets (EOY): $3,201,758
Total liabilities (EOY): $0
Net assets (EOY): $3,201,758
Employer contributions: $32,086
Participant contributions: $276,523
Total income / additions: $737,096
Benefits paid: $298,906
Administrative expenses: $23,453
Total expenses: $323,452
Net increase / (decrease): $413,644

Schedule C

Reported service provider compensation

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

1
Global Retirement Partners LLC$14.3K
INVESTMENT ADVISOR · Direct $14.3K · Indirect $0
2
Empower Annuity Insurance Company$6.3K
RECORDKEEPER · Direct $6.3K · Indirect $0
3
Hicks Pension Services$2.1K
CONTRACT ADMINISTRATOR · Direct $2.1K · Indirect $0
4
Empower Advisory Group, LLC$1.4K
INVESTMENT MGMT · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003135411NAL0017196176001 cover?: It is the 2023 Form 5500 filing for California Human Development Corporation 403(B) Retirement Plan, reported by California Human Development Corporation (EIN 94-1653023).
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).