Ronald Reagan Presidential Foundation 403(B) Dc Plan — Form 5500 plan (The Ronald Reagan Presidential Foundation And Institute)
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, Ronald Reagan Presidential Foundation 403(B) Dc Plan is a benefit plan reported by The Ronald Reagan Presidential Foundation And Institute under EIN 77-0054631 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $11,670,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ronald Reagan Presidential Foundation And Institute
- EIN
- 77-0054631
- Plan number
- 001
- Plan type
- 2
- Location
- Simi Valley, CA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $11,670,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240725160236NAL0009454099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,670,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,670,420
- Net assets (BOY)
- $10,663,232
Income & contributions
- Employer contributions
- $746,093
- Participant contributions
- $363,852
- Total contributions
- $1,109,945
- Total income / additions
- $2,941,550
Expenses & distributions
- Benefits paid
- $1,891,295
- Administrative expenses
- $43,067
- Total expenses
- $1,934,362
- Net increase / (decrease)
- $1,007,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $25,690 | $0 | 2023 |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $17,603 | not reported in the loaded dataset | 2023 |