2023 Form 5500 filing — Legal Aid Society Of San Diego, Inc. 403(B) 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 20241015152039NAL0016734307001) for Legal Aid Society Of San Diego, Inc. 403(B) Plan, reported by Legal Aid Society Of San Diego, Inc under EIN 95-1869806 and plan number 002. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,135,506
Participants232
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015152039NAL0016734307001
Plan sponsor
Legal Aid Society Of San Diego, Inc
EIN
95-1869806
Plan number
002
Location
San Diego, 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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$908K
Total expenses$151.2K
Benefits paid / distributions$150.5K
Contributions
EmployerNot reported
Participant$467.4K
Full reported line items
Total assets (EOY)
$3,135,506
Total liabilities (EOY)
$0
Net assets (EOY)
$3,135,506
Participant contributions
$467,425
Total income / additions
$907,994
Benefits paid
$150,487
Administrative expenses
$700
Total expenses
$151,187
Net increase / (decrease)
$756,807

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015152039NAL0016734307001 cover?
It is the 2023 Form 5500 filing for Legal Aid Society Of San Diego, Inc. 403(B) Plan, reported by Legal Aid Society Of San Diego, Inc (EIN 95-1869806).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages