Colorofchange.Org 401(K) Plan — Form 5500 plan (Colorofchange.Org)
Plain-English plan 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, Colorofchange.Org 401(K) Plan is a benefit plan reported by Colorofchange.Org under EIN 20-4496889 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $5,422,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colorofchange.Org
- EIN
- 20-4496889
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $5,422,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241221084715NAL0011349936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,422,404
- Total liabilities (EOY)
- $15,179
- Net assets (EOY)
- $5,407,225
- Net assets (BOY)
- $4,805,874
Income & contributions
- Employer contributions
- $342,679
- Participant contributions
- $578,546
- Total contributions
- $1,164,408
- Total income / additions
- $1,814,196
Expenses & distributions
- Benefits paid
- $1,097,994
- Administrative expenses
- $52,723
- Total expenses
- $1,212,845
- Net increase / (decrease)
- $601,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates | FINANCIAL ADVISOR | $26,179 | not reported in the loaded dataset | 2023 |
| Retirement Plan Consultants, LLC | RECORDKEEPER | $24,921 | not reported in the loaded dataset | 2023 |