2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Lutheran Social Services Of Southern California

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 20250414094424NAL0000706995001) for 403(B) Thrift Plan For Employees Of Lutheran Social Services Of Southern California, reported by Lutheran Social Services Of Southern California under EIN 95-2225798 and plan number 002. It reports 414 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)$2.9MReported net assets$2,909,634

Participants414

Provider compensation$3.1K1 Schedule C row(s)$3,127

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250414094424NAL0000706995001
Plan sponsor: Lutheran Social Services Of Southern California
EIN: 95-2225798
Plan number: 002
Location: Orange, 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)$2.9M total assets

Net assets$2.9MLiabilities$0

Money in vs. money out

Total income / additions$882.7K

Total expenses$398.2K

Benefits paid / distributions$395.1K

Contributions

Employer$198.4K

Participant$338.8K

Full reported line items

Total assets (EOY): $2,909,634
Total liabilities (EOY): $0
Net assets (EOY): $2,909,634
Employer contributions: $198,387
Participant contributions: $338,772
Total income / additions: $882,727
Benefits paid: $395,071
Administrative expenses: $3,166
Total expenses: $398,237
Net increase / (decrease): $484,490

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$3.1K
INSURANCE CARRIER · Direct $3.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414094424NAL0000706995001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Lutheran Social Services Of Southern California, reported by Lutheran Social Services Of Southern California (EIN 95-2225798).
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).