River Oak Center For Children 403b Plan — Form 5500 plan (River Oak Center For Children)
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, River Oak Center For Children 403b Plan is a benefit plan reported by River Oak Center For Children under EIN 94-2519001 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $7,442,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- River Oak Center For Children
- EIN
- 94-2519001
- Plan number
- 002
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $7,442,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20240816130742NAL0008319907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,442,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,442,625
- Net assets (BOY)
- $6,763,795
Income & contributions
- Employer contributions
- $344,359
- Participant contributions
- $407,181
- Total contributions
- $800,028
- Total income / additions
- $1,801,493
Expenses & distributions
- Benefits paid
- $1,087,803
- Administrative expenses
- $33,956
- Total expenses
- $1,122,663
- Net increase / (decrease)
- $678,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $29,441 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $2,360 | $25,955 | 2023 |
| Valic | NONE | $1,802 | $0 | 2023 |