2023 Form 5500 filing — Foothill Family Service 403b 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 20241014174812NAL0028015441001) for Foothill Family Service 403b Plan, reported by Foothill Family Service under EIN 95-1690990 and plan number 003. It reports 401 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)$20.8MReported net assets$20,841,397
Participants401
Provider compensation$53.6K1 Schedule C row(s)$53,635
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014174812NAL0028015441001
Plan sponsor
Foothill Family Service
EIN
95-1690990
Plan number
003
Location
Pasadena, CA
Received date
not reported in the loaded dataset
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)$20.8M total assets
Net assets$20.8MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$691.8K
Benefits paid / distributions$636.9K
Contributions
Employer$715.3K
Participant$1M
Full reported line items
Total assets (EOY)
$20,841,397
Total liabilities (EOY)
$0
Net assets (EOY)
$20,841,397
Employer contributions
$715,294
Participant contributions
$1,044,264
Total income / additions
$5,190,426
Benefits paid
$636,897
Administrative expenses
$54,932
Total expenses
$691,829
Net increase / (decrease)
$4,498,597

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$53,635$0

Related Form 5500 pages