2023 Form 5500 filing — Children'S Bureau 401(K) Retirement Investment 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 20250414165751NAL0004020322001) for Children'S Bureau 401(K) Retirement Investment Plan, reported by Children'S Bureau Of Southern California under EIN 95-1690975 and plan number 002. It reports 742 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)$23.3MReported net assets$23,334,523
Participants742
Provider compensation$56.9K3 Schedule C row(s)$56,854
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414165751NAL0004020322001
Plan sponsor
Children'S Bureau Of Southern California
EIN
95-1690975
Plan number
002
Location
Los Angeles, 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)$23.3M total assets
Net assets$23.3MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$885.7K
Participant$1.5M
Full reported line items
Total assets (EOY)
$23,334,523
Total liabilities (EOY)
$0
Net assets (EOY)
$23,334,523
Employer contributions
$885,692
Participant contributions
$1,479,634
Total income / additions
$5,414,827
Benefits paid
$1,777,460
Administrative expenses
$40,987
Total expenses
$1,818,447
Net increase / (decrease)
$3,596,380
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $25.6K
  2. 2
    ADVISOR · Direct $0 · Indirect $15.9K
  3. 3
    RECORDKEEPER · Direct $15.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414165751NAL0004020322001 cover?
It is the 2023 Form 5500 filing for Children'S Bureau 401(K) Retirement Investment Plan, reported by Children'S Bureau Of Southern California (EIN 95-1690975).
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