2023 Form 5500 filing — Reading Partners 403(B) 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 20250414152842NAL0000872339001) for Reading Partners 403(B) Plan, reported by Reading Partners under EIN 77-0568469 and plan number 001. It reports 278 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)$5.7MReported net assets$5,722,298
Participants278
Provider compensation$23.5K2 Schedule C row(s)$23,481
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414152842NAL0000872339001
Plan sponsor
Reading Partners
EIN
77-0568469
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)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$376.5K
Benefits paid / distributions$373K
Contributions
Employer$280.6K
Participant$992.7K
Full reported line items
Total assets (EOY)
$5,722,298
Total liabilities (EOY)
$0
Net assets (EOY)
$5,722,298
Employer contributions
$280,610
Participant contributions
$992,668
Total income / additions
$1,993,283
Benefits paid
$372,975
Administrative expenses
$3,489
Total expenses
$376,464
Net increase / (decrease)
$1,616,819
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $21K
  2. 2
    INVESTMENT MGMT · Direct $2.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414152842NAL0000872339001 cover?
It is the 2023 Form 5500 filing for Reading Partners 403(B) Plan, reported by Reading Partners (EIN 77-0568469).
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