2023 Form 5500 filing — Edgewood 403(B) 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 20241218091155NAL0003063745001) for Edgewood 403(B) Plan, reported by Edgewood Center For Children And Families under EIN 94-1186168 and plan number 002. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218091155NAL0003063745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edgewood Center For Children And Families
- EIN
- 94-1186168
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,903,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,903,760
- Employer contributions
- $329,866
- Participant contributions
- $627,575
- Total income / additions
- $2,503,028
- Benefits paid
- $247,122
- Administrative expenses
- $63,939
- Total expenses
- $311,061
- Net increase / (decrease)
- $2,191,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Primark Benefits | 3RD PARTY PENSION ADMIN | $39,923 | not reported in the loaded dataset |
| Global Retirement Partners | INVESTMENT ADVISOR | $18,859 | not reported in the loaded dataset |
| Charles Schwab Trust Co | CUSTODIAN | $5,157 | not reported in the loaded dataset |