2023 Form 5500 filing — Instituto Familiar De La Raza Section 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 20250416132652NAL0002267395001) for Instituto Familiar De La Raza Section 403(B) Plan, reported by Instituto Familiar De La Raza, Inc. under EIN 94-2523608 and plan number 001. It reports 199 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)$11.6MReported net assets$11,628,981
Participants199
Provider compensation$37.2K2 Schedule C row(s)$37,163
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250416132652NAL0002267395001
Plan sponsor
Instituto Familiar De La Raza, Inc.
EIN
94-2523608
Plan number
001
Location
San Francisco, 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)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$908.3K
Benefits paid / distributions$871.1K
Contributions
Employer$567K
Participant$346K
Full reported line items
Total assets (EOY)
$11,628,981
Total liabilities (EOY)
$0
Net assets (EOY)
$11,628,981
Employer contributions
$566,994
Participant contributions
$345,971
Total income / additions
$2,357,762
Benefits paid
$871,136
Administrative expenses
$37,163
Total expenses
$908,299
Net increase / (decrease)
$1,449,463
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $24.4K
  2. 2
    RECORD KEEPER · Direct $12.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250416132652NAL0002267395001 cover?
It is the 2023 Form 5500 filing for Instituto Familiar De La Raza Section 403(B) Plan, reported by Instituto Familiar De La Raza, Inc. (EIN 94-2523608).
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