Autism Outreach Southern California 401(K) Profit Sharing Plan Trust — Form 5500 plan (Autism Outreach Southern California, LLC)
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, Autism Outreach Southern California 401(K) Profit Sharing Plan Trust is a benefit plan reported by Autism Outreach Southern California, LLC under EIN 46-2864532 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $2,275,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Autism Outreach Southern California, LLC
- EIN
- 46-2864532
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 406
- End-of-year plan assets
- $2,275,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 406 | H, C | 20241002121926NAL0004781635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,275,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,275,250
- Net assets (BOY)
- $1,725,290
Income & contributions
- Employer contributions
- $1,647
- Participant contributions
- $496,876
- Total contributions
- $518,455
- Total income / additions
- $877,972
Expenses & distributions
- Benefits paid
- $275,444
- Administrative expenses
- $52,568
- Total expenses
- $328,012
- Net increase / (decrease)
- $549,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $22,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,649 | not reported in the loaded dataset | 2023 |
| Pkf | ACCOUNTANT/AUDITOR | $10,139 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Autism Outreach Southern California, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Global Retirement Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Pkf — Schedule C compensation