2023 Form 5500 filing — Associated Students San Jose State University 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 20241122104157NAL0001608273001) for Associated Students San Jose State University 401(K) Plan, reported by Associated Students San Jose State University under EIN 94-1156305 and plan number 001. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,398,580
Participants46
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241122104157NAL0001608273001
Plan sponsor
Associated Students San Jose State University
EIN
94-1156305
Plan number
001
Location
San Jose, 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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$706.4K
Benefits paid / distributions$694.6K
Contributions
Employer$149K
Participant$249.4K
Full reported line items
Total assets (EOY)
$5,398,580
Total liabilities (EOY)
$0
Net assets (EOY)
$5,398,580
Employer contributions
$148,990
Participant contributions
$249,436
Total income / additions
$1,133,850
Benefits paid
$694,626
Administrative expenses
$11,775
Total expenses
$706,401
Net increase / (decrease)
$427,449

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241122104157NAL0001608273001 cover?
It is the 2023 Form 5500 filing for Associated Students San Jose State University 401(K) Plan, reported by Associated Students San Jose State University (EIN 94-1156305).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages