2023 Form 5500 filing — Fred Finch Youth Center 401(K)
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 20250415195110NAL0007301346001) for Fred Finch Youth Center 401(K), reported by Fred Finch Youth Center under EIN 94-0474080 and plan number 001. It reports 743 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)$26.1MReported net assets$26,070,104
Participants743
Provider compensation$193.8K5 Schedule C row(s)$193,801
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415195110NAL0007301346001
- Plan sponsor
- Fred Finch Youth Center
- EIN
- 94-0474080
- Plan number
- 001
- Location
- Oakland, CA
- Received date
- not reported in the loaded dataset
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)$26.1M total assets
Net assets$26.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,070,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,070,104
- Employer contributions
- $1,141,491
- Participant contributions
- $1,477,324
- Total income / additions
- $6,001,723
- Benefits paid
- $2,336,292
- Administrative expenses
- $195,036
- Total expenses
- $2,530,211
- Net increase / (decrease)
- $3,471,512
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $127,501 | $0 |
| Lincoln Financial Advisors Corp | INVESTMENT ADVISOR | $39,724 | not reported in the loaded dataset |
| Acisure Of California LLC Suhr Risk | OTHER | $14,020 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,009 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $4,547 | not reported in the loaded dataset |