2023 Form 5500 filing — Safe Children Coalition, Inc. 401(K) 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 20241030102305NAL0000857456001) for Safe Children Coalition, Inc. 401(K) Plan, reported by Safe Children Coalition, Inc. under EIN 59-1618413 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030102305NAL0000857456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Safe Children Coalition, Inc.
- EIN
- 59-1618413
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,706,097
- Total liabilities (EOY)
- $1,471
- Net assets (EOY)
- $4,704,626
- Employer contributions
- $636,560
- Participant contributions
- $521,232
- Total income / additions
- $1,796,749
- Benefits paid
- $297,118
- Administrative expenses
- $45,772
- Total expenses
- $342,890
- Net increase / (decrease)
- $1,453,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities, Inc | BROKER | $0 | $32,045 |
| Transamerica Retirement Solutions | RECORD KEEPER | $4,860 | $0 |
| John Hancock Usa | RECORD KEEPER | $1,320 | $0 |
| Usi Consulting Group | RECORD KEEPER | $345 | $485 |
| Wilshire Associates Inc (Usa) | RIA | $638 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $146 | not reported in the loaded dataset |