2023 Form 5500 filing — San Joaquin County Child Abuse Prevention Council 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 20250415095634NAL0005423936001) for San Joaquin County Child Abuse Prevention Council 403(B) Plan, reported by San Joaquin County Child Abuse Prevention Council under EIN 94-2497046 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415095634NAL0005423936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Joaquin County Child Abuse Prevention Council
- EIN
- 94-2497046
- Plan number
- 001
- Location
- Stockton, CA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,080,694
- Net assets (EOY)
- $2,080,694
- Employer contributions
- $92,871
- Participant contributions
- $233,565
- Total income / additions
- $607,388
- Benefits paid
- $129,407
- Administrative expenses
- $6,621
- Total expenses
- $136,060
- Net increase / (decrease)
- $471,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Findec Wealth Services, Inc | INVESTMENT MGR | $5,512 | $0 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $1,352 |
| Findec Benefit Services, Inc | TPA RECORDKEEPER | $1,109 | $0 |
| Charles Schwab & Co Inc | BROKER | $0 | $0 |