Donor Network West Retirement Plan — Form 5500 plan (Donor Network West)
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, Donor Network West Retirement Plan is a benefit plan reported by Donor Network West under EIN 94-3062436 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $51,382,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donor Network West
- EIN
- 94-3062436
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $51,382,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241015192635NAL0049535872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,382,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,382,137
- Net assets (BOY)
- $42,556,374
Income & contributions
- Employer contributions
- $2,150,755
- Participant contributions
- $3,308,447
- Total contributions
- $5,577,432
- Total income / additions
- $12,526,356
Expenses & distributions
- Benefits paid
- $3,549,830
- Administrative expenses
- $117,571
- Total expenses
- $3,700,593
- Net increase / (decrease)
- $8,825,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | PLAN ADMINISTRATOR | $105,882 | $0 | 2023 |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $60,735 | not reported in the loaded dataset | 2023 |
| Peery & Associates, Inc. | THIRD PARTY ADMINISTRATO | $10,839 | not reported in the loaded dataset | 2023 |