Ebaldc Retirement Plan — Form 5500 plan (East Bay Asian Local Development Corporation)
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, Ebaldc Retirement Plan is a benefit plan reported by East Bay Asian Local Development Corporation under EIN 51-0171851 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $5,065,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Bay Asian Local Development Corporation
- EIN
- 51-0171851
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $5,065,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240806191503NAL0001635699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,065,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,065,686
- Net assets (BOY)
- $4,523,307
Income & contributions
- Participant contributions
- $543,568
- Total contributions
- $543,568
- Total income / additions
- $1,221,549
Expenses & distributions
- Benefits paid
- $615,878
- Administrative expenses
- $50,055
- Total expenses
- $679,170
- Net increase / (decrease)
- $542,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial | FINANCIAL ADVISOR | $22,253 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $19,616 | $0 | 2023 |