Plan5500

Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired — Form 5500 plan (Lighthouse For The Blind And Visually Impaired)

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, Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired is a benefit plan reported by Lighthouse For The Blind And Visually Impaired under EIN 94-1415317 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $9,888,155 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.9MPlan net assets, end of year$9,888,155
Participants189Covered participants reported
Assets / participant$52.3KComputed: assets ÷ participants$52,318 (computed)
Provider compensation$2231 Schedule C provider row(s)
Plan sponsor
Lighthouse For The Blind And Visually Impaired
EIN
94-1415317
Plan number
002
Plan type
2
Location
San Francisco, CA
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
    189 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)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$213.8K
Benefits paid / distributions$211.5K
Contributions
Employer$332.5K
Participant$555.3K
Full reported line items

Net assets

Total assets (EOY)
$9,888,155
Total liabilities (EOY)
$0
Net assets (EOY)
$9,888,155
Net assets (BOY)
$7,960,700

Income & contributions

Employer contributions
$332,487
Participant contributions
$555,261
Total contributions
$887,748
Total income / additions
$2,141,227

Expenses & distributions

Benefits paid
$211,534
Administrative expenses
$222
Total expenses
$213,772
Net increase / (decrease)
$1,927,455
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 37%Participant 63%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Mutual Of America Investment Corp$223
    INSURANCE CARRIER · Direct $223 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired?
Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired is reported as sponsored by Lighthouse For The Blind And Visually Impaired (EIN 94-1415317, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired?
The latest Form 5500 filing year loaded for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired is 2023.
How many participants does Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired report?
Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired reports 189 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired?
Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Lighthouse For The Blind And Visually Impaired reports $9,888,155 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