Widows & Orphans Aid Assoc Of The Police Dept. Of San — Form 5500 plan (Widows & Orphans Aid Association Of The Police Dept Of)
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, Widows & Orphans Aid Assoc Of The Police Dept. Of San is a benefit plan reported by Widows & Orphans Aid Association Of The Police Dept Of under EIN 94-0981411 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,023 participants and $9,143,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Widows & Orphans Aid Association Of The Police Dept Of
- EIN
- 94-0981411
- Plan number
- 501
- Plan type
- 2
- Location
- San Rafael, CA
- Latest filing year
- 2023
- Participants
- 3,023
- End-of-year plan assets
- $9,143,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,023 | H, C | 20240823191842NAL0006717137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,143,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,143,453
- Net assets (BOY)
- $8,205,459
Income & contributions
- Participant contributions
- $299,935
- Total contributions
- $301,340
- Total income / additions
- $1,676,859
Expenses & distributions
- Benefits paid
- $571,000
- Administrative expenses
- $167,865
- Total expenses
- $738,865
- Net increase / (decrease)
- $937,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | INVESTMENT ADVISOR | $50,034 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | AUDITOR | $26,775 | not reported in the loaded dataset | 2023 |
| Mark Mcdonough | SECRETARY | $23,400 | not reported in the loaded dataset | 2023 |
| Sally Foster | SERVICE PROVIDER | $23,400 | not reported in the loaded dataset | 2023 |
| Dean Taylor | TREASURER | $23,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Widows & Orphans Aid Association Of The Police Dept Of
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Rafael, CA
- Charles Schwab — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Mark Mcdonough — Schedule C compensation
- Sally Foster — Schedule C compensation
- Dean Taylor — Schedule C compensation