2023 Form 5500 filing — Episcopal Community Services Of San Francisco, Inc. 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 20241015133239NAL0028586881001) for Episcopal Community Services Of San Francisco, Inc. Retirement Plan, reported by Episcopal Community Services Of San Francisco, Inc. under EIN 94-3096716 and plan number 001. It reports 467 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)$10.4MReported net assets$10,398,164

Participants467

Provider compensation$49.3K3 Schedule C row(s)$49,296

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015133239NAL0028586881001
Plan sponsor: Episcopal Community Services Of San Francisco, Inc.
EIN: 94-3096716
Plan number: 001
Location: San Francisco, 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)$10.4M total assets

Net assets$10.4MLiabilities$0

Money in vs. money out

Total income / additions$3.8M

Total expenses$1.4M

Benefits paid / distributions$1.4M

Contributions

Employer$716K

Participant$1.4M

Full reported line items

Total assets (EOY): $10,398,164
Total liabilities (EOY): $0
Net assets (EOY): $10,398,164
Employer contributions: $716,028
Participant contributions: $1,393,669
Total income / additions: $3,780,397
Benefits paid: $1,431,756
Administrative expenses: $13,351
Total expenses: $1,445,107
Net increase / (decrease): $2,335,290

Schedule C

Reported service provider compensation

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

1
Pensionmark Financial Group, LLC$35.9K
INVESTMENT ADVISORY · Direct $0 · Indirect $35.9K
2
Principal Life Insurance Company$13.4K
CONTRACT ADMINISTRATOR · Direct $13.4K · Indirect $0
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015133239NAL0028586881001 cover?: It is the 2023 Form 5500 filing for Episcopal Community Services Of San Francisco, Inc. Retirement Plan, reported by Episcopal Community Services Of San Francisco, Inc. (EIN 94-3096716).
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).