2023 Form 5500 filing — Northern California Institute For Research And Education Defined
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 20241015151827NAL0028906817001) for Northern California Institute For Research And Education Defined, reported by Northern California Institute For Research And Education under EIN 94-3084159 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151827NAL0028906817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern California Institute For Research And Education
- EIN
- 94-3084159
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,212,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,212,252
- Employer contributions
- $514,587
- Total income / additions
- $3,860,249
- Benefits paid
- $1,382,514
- Administrative expenses
- $86,163
- Total expenses
- $1,468,677
- Net increase / (decrease)
- $2,391,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $86,163 | $0 |
| Cedar Mountain Advisors, LLC | INVESTMENT ADVISORY | $0 | $14,620 |
| Cbiz Cpas P.C. | ACCOUNTANT | $0 | $14,500 |