San Diego Hebrew Homes 403b Plan — Form 5500 plan (San Diego Hebrew Homes)
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, San Diego Hebrew Homes 403b Plan is a benefit plan reported by San Diego Hebrew Homes under EIN 95-1455284 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $9,178,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Hebrew Homes
- EIN
- 95-1455284
- Plan number
- 002
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $9,178,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241007172837NAL0007816083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,178,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,178,079
- Net assets (BOY)
- $7,766,099
Income & contributions
- Employer contributions
- $159,834
- Participant contributions
- $510,056
- Total contributions
- $720,461
- Total income / additions
- $1,883,647
Expenses & distributions
- Benefits paid
- $468,291
- Administrative expenses
- $3,376
- Total expenses
- $471,667
- Net increase / (decrease)
- $1,411,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,726 | $17,658 | 2023 |
| Catalina Capital Group | NONE | $0 | $22,085 | 2023 |