Cal Poly Humboldt Sponsored Programs Foundation 403(B) Dc Plan — Form 5500 plan (Cal Poly Humboldt Sponsored Programs 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, Cal Poly Humboldt Sponsored Programs Foundation 403(B) Dc Plan is a benefit plan reported by Cal Poly Humboldt Sponsored Programs Foundation under EIN 94-6050071 and plan number 001. The latest loaded filing year is 2023. The filing reports 513 participants and $12,037,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cal Poly Humboldt Sponsored Programs Foundation
- EIN
- 94-6050071
- Plan number
- 001
- Plan type
- 2
- Location
- Arcata, CA
- Latest filing year
- 2023
- Participants
- 513
- End-of-year plan assets
- $12,037,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 513 | H, C | 20240724162630NAL0013414481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,037,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,037,860
- Net assets (BOY)
- $9,406,171
Income & contributions
- Employer contributions
- $769,894
- Participant contributions
- $315,270
- Total contributions
- $1,180,459
- Total income / additions
- $2,880,155
Expenses & distributions
- Benefits paid
- $212,510
- Administrative expenses
- $35,956
- Total expenses
- $248,466
- Net increase / (decrease)
- $2,631,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,969 | $0 | 2023 |
| 401(K) Advisors Inc | INVESTMENT ADVISORY | $0 | $10,000 | 2023 |