2023 Form 5500 filing — Silicon Valley Community Foundation 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 20241011134900NAL0021974705001) for Silicon Valley Community Foundation 403(B) Retirement Plan, reported by Silicon Valley Community Foundation under EIN 20-5205488 and plan number 001. It reports 271 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)$24.9MReported net assets$24,864,899

Participants271

Provider compensation$25.7K2 Schedule C row(s)$25,698

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011134900NAL0021974705001
Plan sponsor: Silicon Valley Community Foundation
EIN: 20-5205488
Plan number: 001
Location: Mountain View, 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)$24.9M total assets

Net assets$24.9MLiabilities$0

Money in vs. money out

Total income / additions$6.8M

Total expenses$2.4M

Benefits paid / distributions$2.4M

Contributions

Employer$1.6M

Participant$1.5M

Full reported line items

Total assets (EOY): $24,864,899
Total liabilities (EOY): $0
Net assets (EOY): $24,864,899
Employer contributions: $1,625,407
Participant contributions: $1,549,306
Total income / additions: $6,820,369
Benefits paid: $2,406,527
Administrative expenses: $25,698
Total expenses: $2,432,225
Net increase / (decrease): $4,388,144

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$25.7K
CONTRACT ADMINISTRATOR · Direct $25.7K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011134900NAL0021974705001 cover?: It is the 2023 Form 5500 filing for Silicon Valley Community Foundation 403(B) Retirement Plan, reported by Silicon Valley Community Foundation (EIN 20-5205488).
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).