The 401(K) Profit Sharing Plan Of San Francisco Spca — Form 5500 plan (San Francisco Spca)
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, The 401(K) Profit Sharing Plan Of San Francisco Spca is a benefit plan reported by San Francisco Spca under EIN 94-0836580 and plan number 002. The latest loaded filing year is 2023. The filing reports 498 participants and $23,502,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Francisco Spca
- EIN
- 94-0836580
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 498
- End-of-year plan assets
- $23,502,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 498 | H, C | 20240814155828NAL0006933683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,502,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,502,312
- Net assets (BOY)
- $19,425,430
Income & contributions
- Employer contributions
- $552,488
- Participant contributions
- $1,992,532
- Total contributions
- $2,571,776
- Total income / additions
- $6,090,626
Expenses & distributions
- Benefits paid
- $1,931,232
- Administrative expenses
- $82,512
- Total expenses
- $2,013,744
- Net increase / (decrease)
- $4,076,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $45,476 | $0 | 2023 |
| Newfront Retirement Services Inc | ADVISOR | $37,036 | not reported in the loaded dataset | 2023 |