2023 Form 5500 filing — Seneca Family Of Agencies 403(B) 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 20250318141600NAL0001777907001) for Seneca Family Of Agencies 403(B) Retirement Plan, reported by Seneca Family Of Agencies under EIN 94-2971761 and plan number 001. It reports 2,075 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)$45.1MReported net assets$45,120,426
Participants2.1K2,075
Provider compensation$60.1K2 Schedule C row(s)$60,147
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250318141600NAL0001777907001
Plan sponsor
Seneca Family Of Agencies
EIN
94-2971761
Plan number
001
Location
Oakland, 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)$45.1M total assets
Net assets$45.1MLiabilities$0
Money in vs. money out
Total income / additions$14.3M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$1.1M
Participant$6.3M
Full reported line items
Total assets (EOY)
$45,120,426
Total liabilities (EOY)
$0
Net assets (EOY)
$45,120,426
Employer contributions
$1,112,873
Participant contributions
$6,271,596
Total income / additions
$14,313,090
Benefits paid
$2,663,129
Administrative expenses
$56,922
Total expenses
$2,720,278
Net increase / (decrease)
$11,592,812
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $56.1K · Indirect $1.5K
  2. 2
    NONE · Direct $0 · Indirect $2.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250318141600NAL0001777907001 cover?
It is the 2023 Form 5500 filing for Seneca Family Of Agencies 403(B) Retirement Plan, reported by Seneca Family Of Agencies (EIN 94-2971761).
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