The Meadows Of Napa Valley & Saratoga Retirement Community 403(B) Plan — Form 5500 plan (Odd Fellows Home Of California)
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 Meadows Of Napa Valley & Saratoga Retirement Community 403(B) Plan is a benefit plan reported by Odd Fellows Home Of California under EIN 94-1251113 and plan number 002. The latest loaded filing year is 2023. The filing reports 653 participants and $14,435,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Odd Fellows Home Of California
- EIN
- 94-1251113
- Plan number
- 002
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $14,435,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H, C | 20241003113654NAL0009779585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,435,736
- Total liabilities (EOY)
- $31,197
- Net assets (EOY)
- $14,404,539
- Net assets (BOY)
- $11,331,134
Income & contributions
- Employer contributions
- $544,119
- Participant contributions
- $1,264,493
- Total contributions
- $1,897,995
- Total income / additions
- $3,803,000
Expenses & distributions
- Benefits paid
- $644,527
- Administrative expenses
- $85,068
- Total expenses
- $729,595
- Net increase / (decrease)
- $3,073,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $85,071 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $39,162 | not reported in the loaded dataset | 2023 |