Springboard Social Enterprises Retirement Plan — Form 5500 plan (Springboard Social Enterprises)
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, Springboard Social Enterprises Retirement Plan is a benefit plan reported by Springboard Social Enterprises under EIN 81-2228271 and plan number 001. The latest loaded filing year is 2023. The filing reports 54 participants and $3,899,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Springboard Social Enterprises
- EIN
- 81-2228271
- Plan number
- 001
- Plan type
- 3
- Location
- Ladera Ranch, CA
- Latest filing year
- 2023
- Participants
- 54
- End-of-year plan assets
- $3,899,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | H, C | 20241008153555NAL0016954017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,899,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,899,911
- Net assets (BOY)
- $3,476,869
Income & contributions
- Employer contributions
- $91,446
- Participant contributions
- $202,289
- Total contributions
- $309,541
- Total income / additions
- $969,513
Expenses & distributions
- Benefits paid
- $514,077
- Administrative expenses
- $24,493
- Total expenses
- $546,471
- Net increase / (decrease)
- $423,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Ins | RECORDKEEPER | $24,716 | $0 | 2023 |
| The Allocation Company | CONTRACT ADMIN | $1,775 | $1,777 | 2023 |
| Empower Ret Adv Serv | INVESTMENT MANAGEMENT | $603 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | BROKER/ADVISER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Springboard Social Enterprises
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ladera Ranch, CA
- Great-West Life & Annuity Ins — Schedule C compensation
- The Allocation Company — Schedule C compensation
- Empower Ret Adv Serv — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation