2023 Form 5500 filing — Federal Defenders Of San Diego, Inc. 401(K) Pension 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 20250124155415NAL0013605616001) for Federal Defenders Of San Diego, Inc. 401(K) Pension Plan, reported by Federal Defenders Of San Diego, Inc. under EIN 95-2678506 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124155415NAL0013605616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federal Defenders Of San Diego, Inc.
- EIN
- 95-2678506
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,355,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,355,845
- Employer contributions
- $3,341,872
- Participant contributions
- $1,237,554
- Total income / additions
- $16,502,923
- Benefits paid
- $2,052,465
- Administrative expenses
- $121,880
- Total expenses
- $2,207,011
- Net increase / (decrease)
- $14,295,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| World Investment Advisors LLC | INVESTMENT ADVISOR | $67,996 | not reported in the loaded dataset |
| Empower Retirement Advisory | INVESTMENT MGMT | $23,450 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,258 | $0 |
| Actuarial Benefits Corp | TPA | $10,659 | $2,500 |
| Ascensus Holdings | TPA | $9,232 | $2,500 |