2023 Form 5500 filing — Donor Network West 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 20241015192635NAL0049535872001) for Donor Network West Retirement Plan, reported by Donor Network West under EIN 94-3062436 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192635NAL0049535872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donor Network West
- EIN
- 94-3062436
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,382,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,382,137
- Employer contributions
- $2,150,755
- Participant contributions
- $3,308,447
- Total income / additions
- $12,526,356
- Benefits paid
- $3,549,830
- Administrative expenses
- $117,571
- Total expenses
- $3,700,593
- Net increase / (decrease)
- $8,825,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | PLAN ADMINISTRATOR | $105,882 | $0 |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $60,735 | not reported in the loaded dataset |
| Peery & Associates, Inc. | THIRD PARTY ADMINISTRATO | $10,839 | not reported in the loaded dataset |