2023 Form 5500 filing — Society Of St Vincent De Paul Council Of Los Angeles 403(B) 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 20241007202145NAL0007906995001) for Society Of St Vincent De Paul Council Of Los Angeles 403(B) Plan, reported by Society Of St Vincent De Paul Council Of Los Angeles under EIN 95-1644622 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007202145NAL0007906995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Society Of St Vincent De Paul Council Of Los Angeles
- EIN
- 95-1644622
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,140,472
- Total liabilities (EOY)
- $8,067
- Net assets (EOY)
- $4,132,405
- Employer contributions
- $95,856
- Participant contributions
- $229,237
- Total income / additions
- $810,479
- Benefits paid
- $118,706
- Administrative expenses
- $41,891
- Total expenses
- $160,597
- Net increase / (decrease)
- $649,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $20,289 | $1,814 |
| Independent Financial Group, LLC | ADVISOR | $7,921 | not reported in the loaded dataset |
| Pension Assurance Llp | AUDITOR | $6,603 | not reported in the loaded dataset |
| Geneos Wealth Management, Inc. | ADVISOR | $5,627 | not reported in the loaded dataset |
| Reliance | CUSTODY SERVICES | $326 | $0 |