2023 Form 5500 filing — 401(K) Profit-Sharing Plan For Employees Of Odd Fellow-Rebekah Children'S Home
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 20241029104507NAL0004327841001) for 401(K) Profit-Sharing Plan For Employees Of Odd Fellow-Rebekah Children'S Home, reported by Odd Fellow-Rebekah Children'S Home Of California under EIN 94-1167402 and plan number 002. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029104507NAL0004327841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Odd Fellow-Rebekah Children'S Home Of California
- EIN
- 94-1167402
- Plan number
- 002
- Location
- Gilroy, CA
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,730,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,730,734
- Employer contributions
- $343,311
- Participant contributions
- $678,568
- Total income / additions
- $2,693,842
- Benefits paid
- $713,940
- Administrative expenses
- $4,854
- Total expenses
- $718,794
- Net increase / (decrease)
- $1,975,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,763 | $0 |