The Redwoods 403(B) Retirement Plan — Form 5500 plan (The Redwoods A Community Of Seniors)
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, The Redwoods 403(B) Retirement Plan is a benefit plan reported by The Redwoods A Community Of Seniors under EIN 23-7085414 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $5,407,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Redwoods A Community Of Seniors
- EIN
- 23-7085414
- Plan number
- 001
- Plan type
- 2
- Location
- Mill Valley, CA
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $5,407,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241101110730NAL0003474993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,407,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,407,369
- Net assets (BOY)
- $5,235,935
Income & contributions
- Employer contributions
- $83,031
- Participant contributions
- $316,650
- Total contributions
- $439,681
- Total income / additions
- $1,063,236
Expenses & distributions
- Benefits paid
- $884,487
- Administrative expenses
- $7,315
- Total expenses
- $891,802
- Net increase / (decrease)
- $171,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $3,195 | $0 | 2023 |