2023 Form 5500 filing — Peninsula Humane Society & Spca 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 20241015173834NAL0015183059001) for Peninsula Humane Society & Spca Retirement Plan, reported by Peninsula Humane Society & Spca under EIN 94-1243665 and plan number 001. It reports 181 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)$11.6MReported net assets$11,591,041
Participants181
Provider compensation$4261 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015173834NAL0015183059001
Plan sponsor
Peninsula Humane Society & Spca
EIN
94-1243665
Plan number
001
Location
Burlingame, 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)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$183.2K
Participant$405.7K
Full reported line items
Total assets (EOY)
$11,591,041
Total liabilities (EOY)
$0
Net assets (EOY)
$11,591,041
Employer contributions
$183,166
Participant contributions
$405,680
Total income / additions
$2,435,990
Benefits paid
$1,886,029
Administrative expenses
$2,743
Total expenses
$1,895,262
Net increase / (decrease)
$540,728
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $426

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015173834NAL0015183059001 cover?
It is the 2023 Form 5500 filing for Peninsula Humane Society & Spca Retirement Plan, reported by Peninsula Humane Society & Spca (EIN 94-1243665).
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).

Related Form 5500 pages