Discovery Cube Orange County 401(K) Plan — Form 5500 plan (Discovery Cube Orange County)
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, Discovery Cube Orange County 401(K) Plan is a benefit plan reported by Discovery Cube Orange County under EIN 33-0828380 and plan number 002. The latest loaded filing year is 2023. The filing reports 241 participants and $6,584,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Discovery Cube Orange County
- EIN
- 33-0828380
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $6,584,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241014122127NAL0014911635002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,584,078
- Total liabilities (EOY)
- $550
- Net assets (EOY)
- $6,583,528
- Net assets (BOY)
- $6,275,165
Income & contributions
- Employer contributions
- $150,140
- Participant contributions
- $392,546
- Total contributions
- $563,595
- Total income / additions
- $1,619,361
Expenses & distributions
- Benefits paid
- $1,294,973
- Administrative expenses
- $16,025
- Total expenses
- $1,310,998
- Net increase / (decrease)
- $308,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Almich @ Associates | SERVICE PROVIDER | $5,500 | $0 | 2023 |
| Almich And Associates | SERVICE PROVIDER | $5,000 | $0 | 2023 |
| Voya Ret Ins And Annuity Company | SERVICE PROVIDER | $1,610 | $0 | 2023 |