2023 Form 5500 filing — Summer Search Foundation 401(K) 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 20241015071138NAL0028909105001) for Summer Search Foundation 401(K) Retirement Plan, reported by Summer Search Foundation under EIN 68-0200138 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071138NAL0028909105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summer Search Foundation
- EIN
- 68-0200138
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,386,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,386,358
- Employer contributions
- $240,751
- Participant contributions
- $775,296
- Total income / additions
- $2,349,689
- Benefits paid
- $951,117
- Administrative expenses
- $19,431
- Total expenses
- $987,869
- Net increase / (decrease)
- $1,361,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc | INVESTMENT/FINANCIAL ADVI | $15,272 | $0 |
| Adp, Inc. | RECORD KEEPER | $4,158 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |