2023 Form 5500 filing — Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired

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 20250121130910NAL0002095299001) for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired, reported by Lighthouse For The Blind And Visually Impaired under EIN 94-1415317 and plan number 002. It reports 189 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)$9.9MReported net assets$9,888,155

Participants189

Provider compensation$2231 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250121130910NAL0002095299001
Plan sponsor: Lighthouse For The Blind And Visually Impaired
EIN: 94-1415317
Plan number: 002
Location: San Francisco, 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)$9.9M total assets

Net assets$9.9MLiabilities$0

Money in vs. money out

Total income / additions$2.1M

Total expenses$213.8K

Benefits paid / distributions$211.5K

Contributions

Employer$332.5K

Participant$555.3K

Full reported line items

Total assets (EOY): $9,888,155
Total liabilities (EOY): $0
Net assets (EOY): $9,888,155
Employer contributions: $332,487
Participant contributions: $555,261
Total income / additions: $2,141,227
Benefits paid: $211,534
Administrative expenses: $222
Total expenses: $213,772
Net increase / (decrease): $1,927,455

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$223
INSURANCE CARRIER · Direct $223 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250121130910NAL0002095299001 cover?: It is the 2023 Form 5500 filing for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired, reported by Lighthouse For The Blind And Visually Impaired (EIN 94-1415317).
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).