2023 Form 5500 filing — San Diego Humane Society And S.P.C.A. Retirement 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 20250312184046NAL0019747313001) for San Diego Humane Society And S.P.C.A. Retirement Plan, reported by San Diego Humane Society S.P.C.A. under EIN 95-1661688 and plan number 002. It reports 801 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)$23.8MReported net assets$23,790,286
Participants801
Provider compensation$43.6K2 Schedule C row(s)$43,567
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250312184046NAL0019747313001
Plan sponsor
San Diego Humane Society S.P.C.A.
EIN
95-1661688
Plan number
002
Location
San Diego, 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)$23.8M total assets
Net assets$23.8MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$805.8K
Participant$1.3M
Full reported line items
Total assets (EOY)
$23,790,286
Total liabilities (EOY)
$0
Net assets (EOY)
$23,790,286
Employer contributions
$805,780
Participant contributions
$1,339,115
Total income / additions
$5,411,753
Benefits paid
$1,661,392
Administrative expenses
$43,567
Total expenses
$1,704,959
Net increase / (decrease)
$3,706,794
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $18.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250312184046NAL0019747313001 cover?
It is the 2023 Form 5500 filing for San Diego Humane Society And S.P.C.A. Retirement Plan, reported by San Diego Humane Society S.P.C.A. (EIN 95-1661688).
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