Safe Children Coalition, Inc. 401(K) Plan — Form 5500 plan (Safe Children Coalition, Inc.)
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, Safe Children Coalition, Inc. 401(K) Plan is a benefit plan reported by Safe Children Coalition, Inc. under EIN 59-1618413 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $4,706,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Safe Children Coalition, Inc.
- EIN
- 59-1618413
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $4,706,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241030102305NAL0000857456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,706,097
- Total liabilities (EOY)
- $1,471
- Net assets (EOY)
- $4,704,626
- Net assets (BOY)
- $3,250,767
Income & contributions
- Employer contributions
- $636,560
- Participant contributions
- $521,232
- Total contributions
- $1,157,792
- Total income / additions
- $1,796,749
Expenses & distributions
- Benefits paid
- $297,118
- Administrative expenses
- $45,772
- Total expenses
- $342,890
- Net increase / (decrease)
- $1,453,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Securities, Inc | BROKER | $0 | $32,045 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $4,860 | $0 | 2023 |
| John Hancock Usa | RECORD KEEPER | $1,320 | $0 | 2023 |
| Usi Consulting Group | RECORD KEEPER | $345 | $485 | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $638 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $146 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Safe Children Coalition, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Usi Securities, Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- John Hancock Usa — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation