2023 Form 5500 filing — Children'S Law Center Of California 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 20241021191809NAL0001384979001) for Children'S Law Center Of California 403(B) Plan, reported by Children'S Law Center Of California under EIN 95-4252143 and plan number 001. It reports 699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021191809NAL0001384979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Children'S Law Center Of California
- EIN
- 95-4252143
- Plan number
- 001
- Location
- Monterey Park, CA
- Participants
- 699
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,310,176
- Net assets (EOY)
- $59,310,176
- Employer contributions
- $2,974,908
- Participant contributions
- $4,041,897
- Total income / additions
- $16,183,430
- Benefits paid
- $3,187,293
- Administrative expenses
- $164,089
- Total expenses
- $3,351,382
- Net increase / (decrease)
- $12,832,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORED KEEPER | $97,303 | $0 |
| Nfp | CONSULTANT | $55,000 | not reported in the loaded dataset |
| Holthouse, Carlin & Van Trigt Llp | AUDITOR | $15,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORD KEEPER | $1,821 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |