Humboldt Senior Resource Center 403(B) Plan — Form 5500 plan (Humboldt Senior Resource Center Incorporated)
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, Humboldt Senior Resource Center 403(B) Plan is a benefit plan reported by Humboldt Senior Resource Center Incorporated under EIN 94-2261434 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $2,815,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Humboldt Senior Resource Center Incorporated
- EIN
- 94-2261434
- Plan number
- 001
- Plan type
- 2
- Location
- Eureka, CA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $2,815,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20250401110643NAL0007840049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,815,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,815,745
- Net assets (BOY)
- $2,736,179
Income & contributions
- Employer contributions
- $161,925
- Participant contributions
- $482,304
- Total contributions
- $644,229
- Total income / additions
- $953,186
Expenses & distributions
- Benefits paid
- $856,258
- Administrative expenses
- $17,362
- Total expenses
- $873,620
- Net increase / (decrease)
- $79,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premier Financial Group | INVESTMENT ADVISOR | $7,441 | not reported in the loaded dataset | 2023 |
| Newport Group | CUSTODIAN | $5,921 | not reported in the loaded dataset | 2023 |