Fred Finch Youth Center 401(K) — Form 5500 plan (Fred Finch Youth Center)
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, Fred Finch Youth Center 401(K) is a benefit plan reported by Fred Finch Youth Center under EIN 94-0474080 and plan number 001. The latest loaded filing year is 2023. The filing reports 743 participants and $26,070,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fred Finch Youth Center
- EIN
- 94-0474080
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $26,070,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20250415195110NAL0007301346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,070,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,070,104
- Net assets (BOY)
- $22,598,592
Income & contributions
- Employer contributions
- $1,141,491
- Participant contributions
- $1,477,324
- Total contributions
- $2,651,562
- Total income / additions
- $6,001,723
Expenses & distributions
- Benefits paid
- $2,336,292
- Administrative expenses
- $195,036
- Total expenses
- $2,530,211
- Net increase / (decrease)
- $3,471,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $127,501 | $0 | 2023 |
| Lincoln Financial Advisors Corp | INVESTMENT ADVISOR | $39,724 | not reported in the loaded dataset | 2023 |
| Acisure Of California LLC Suhr Risk | OTHER | $14,020 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,009 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $4,547 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fred Finch Youth Center
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Lincoln Financial Advisors Corp — Schedule C compensation
- Acisure Of California LLC Suhr Risk — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation