2023 Form 5500 filing — Segerstrom Center For The Arts 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 20241013014503NAL0049299074001) for Segerstrom Center For The Arts 403(B) Retirement Plan, reported by Segerstom Center For The Arts under EIN 23-7287150 and plan number 002. It reports 769 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)$21.8MReported net assets$21,789,080
Participants769
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013014503NAL0049299074001
Plan sponsor
Segerstom Center For The Arts
EIN
23-7287150
Plan number
002
Location
Costa Mesa, 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)$21.8M total assets
Net assets$21.8MLiabilities$6.4K
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$413.9K
Participant$851.6K
Full reported line items
Total assets (EOY)
$21,795,512
Total liabilities (EOY)
$6,432
Net assets (EOY)
$21,789,080
Employer contributions
$413,946
Participant contributions
$851,585
Total income / additions
$4,136,316
Benefits paid
$1,730,126
Administrative expenses
$38,986
Total expenses
$1,769,112
Net increase / (decrease)
$2,367,204
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013014503NAL0049299074001 cover?
It is the 2023 Form 5500 filing for Segerstrom Center For The Arts 403(B) Retirement Plan, reported by Segerstom Center For The Arts (EIN 23-7287150).
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