Plan5500

Easter Seals Blake Foundation 403(B) Plan — Form 5500 plan (Easter Seals Blake Foundation)

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, Easter Seals Blake Foundation 403(B) Plan is a benefit plan reported by Easter Seals Blake Foundation under EIN 86-0093224 and plan number 001. The latest loaded filing year is 2023. The filing reports 893 participants and $8,587,169 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.6MPlan net assets, end of year$8,577,273
Participants893Covered participants reported
Assets / participant$9.6KComputed: assets ÷ participants$9,616 (computed)
Provider compensation$111.6K4 Schedule C provider row(s)$111,618
Plan sponsor
Easter Seals Blake Foundation
EIN
86-0093224
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    893 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$9.9K
Money in vs. money out
Total income / additions$2.1M
Total expenses$928.4K
Benefits paid / distributions$847.1K
Contributions
Employer$206K
Participant$632.7K
Full reported line items

Net assets

Total assets (EOY)
$8,587,169
Total liabilities (EOY)
$9,896
Net assets (EOY)
$8,577,273
Net assets (BOY)
$7,429,346

Income & contributions

Employer contributions
$206,035
Participant contributions
$632,661
Total contributions
$925,801
Total income / additions
$2,076,371

Expenses & distributions

Benefits paid
$847,144
Administrative expenses
$81,300
Total expenses
$928,444
Net increase / (decrease)
$1,147,927
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$81.3K
    CONTRACT ADMINISTRATOR · Direct $81.3K · Indirect $0
  2. 2
    Principal Securities Inc$30.3K
    INVESTMENT ADVISORY · Direct $0 · Indirect $30.3K
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Easter Seals Blake Foundation 403(B) Plan?
Easter Seals Blake Foundation 403(B) Plan is reported as sponsored by Easter Seals Blake Foundation (EIN 86-0093224, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Easter Seals Blake Foundation 403(B) Plan?
The latest Form 5500 filing year loaded for Easter Seals Blake Foundation 403(B) Plan is 2023.
How many participants does Easter Seals Blake Foundation 403(B) Plan report?
Easter Seals Blake Foundation 403(B) Plan reports 893 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Easter Seals Blake Foundation 403(B) Plan?
Easter Seals Blake Foundation 403(B) Plan reports $8,587,169 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages