2023 Form 5500 filing — Findec Basic Pep 401(K) Plan Ii

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 20241008114037NAL0028461328001) for Findec Basic Pep 401(K) Plan Ii, reported by Findec Benefit Services, Inc. As The Pooled Plan Provider under EIN 85-3986400 and plan number 102. It reports 225 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$1MReported net assets$1,039,210
Participants225
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008114037NAL0028461328001
Plan sponsor
Findec Benefit Services, Inc. As The Pooled Plan Provider
EIN
85-3986400
Plan number
102
Location
Stockton, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1M total assets
Net assets$1MLiabilities
Money in vs. money out
Total income / additions$936.6K
Total expenses$6.1K
Benefits paid / distributions$1.1K
Contributions
Employer$121.4K
Participant$356K
Full reported line items
Total assets (EOY)
$1,039,210
Net assets (EOY)
$1,039,210
Employer contributions
$121,386
Participant contributions
$355,951
Total income / additions
$936,621
Benefits paid
$1,094
Administrative expenses
$563
Total expenses
$6,057
Net increase / (decrease)
$930,564

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008114037NAL0028461328001 cover?
It is the 2023 Form 5500 filing for Findec Basic Pep 401(K) Plan Ii, reported by Findec Benefit Services, Inc. As The Pooled Plan Provider (EIN 85-3986400).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages