Progress Foundation 403(B) Retirement Plan — Form 5500 plan (Progress Foundation)
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, Progress Foundation 403(B) Retirement Plan is a benefit plan reported by Progress Foundation under EIN 94-1716828 and plan number 001. The latest loaded filing year is 2023. The filing reports 557 participants and $11,927,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Progress Foundation
- EIN
- 94-1716828
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 557
- End-of-year plan assets
- $11,927,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20250409121456NAL0019787697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,927,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,927,038
- Net assets (BOY)
- $10,047,248
Income & contributions
- Employer contributions
- $270,019
- Participant contributions
- $382,467
- Total contributions
- $670,703
- Total income / additions
- $2,131,949
Expenses & distributions
- Benefits paid
- $236,646
- Administrative expenses
- $15,513
- Total expenses
- $252,159
- Net increase / (decrease)
- $1,879,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVEESTMENT CUSTODIAN | $20,980 | $0 | 2023 |
| Cambridge Investment Research Adv | ADVISOR | $13,050 | not reported in the loaded dataset | 2023 |