2023 Form 5500 filing — 403(B) Thrift Plan For Northern California Inalliance

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 20241122133655NAL0003671330001) for 403(B) Thrift Plan For Northern California Inalliance, reported by Northern California Inalliance under EIN 94-1677011 and plan number 002. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,076,692
Participants435
Provider compensation$6531 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241122133655NAL0003671330001
Plan sponsor
Northern California Inalliance
EIN
94-1677011
Plan number
002
Location
Sacramento, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$378.4K
Benefits paid / distributions$377.7K
Contributions
Employer$147K
Participant$232.3K
Full reported line items
Total assets (EOY)
$5,076,692
Total liabilities (EOY)
$0
Net assets (EOY)
$5,076,692
Employer contributions
$146,981
Participant contributions
$232,321
Total income / additions
$1,015,690
Benefits paid
$377,723
Administrative expenses
$653
Total expenses
$378,376
Net increase / (decrease)
$637,314
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $653 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241122133655NAL0003671330001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Northern California Inalliance, reported by Northern California Inalliance (EIN 94-1677011).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages