2023 Form 5500 filing — Habitat For Humanity Of Greater Los Angeles 401(K) Profit Sharing 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 20241213074755NAL0015503313001) for Habitat For Humanity Of Greater Los Angeles 401(K) Profit Sharing Plan, reported by Habitat For Humanity Of Greater Los Angeles under EIN 33-0416470 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213074755NAL0015503313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Habitat For Humanity Of Greater Los Angeles
- EIN
- 33-0416470
- Plan number
- 001
- Location
- Bellflower, CA
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,207,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,207,074
- Employer contributions
- $265,098
- Participant contributions
- $575,198
- Total income / additions
- $1,562,659
- Benefits paid
- $134,954
- Administrative expenses
- $8,697
- Total expenses
- $143,651
- Net increase / (decrease)
- $1,419,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY-PLAN | $21,016 | not reported in the loaded dataset |
| Transamerica Financial Life Insuran | RECORDKEEPER | $2,537 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $840 | $0 |