Society Of St Vincent De Paul Council Of Los Angeles 403(B) Plan — Form 5500 plan (Society Of St Vincent De Paul Council Of Los Angeles)
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, Society Of St Vincent De Paul Council Of Los Angeles 403(B) Plan is a benefit plan reported by Society Of St Vincent De Paul Council Of Los Angeles under EIN 95-1644622 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $4,140,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Society Of St Vincent De Paul Council Of Los Angeles
- EIN
- 95-1644622
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $4,140,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241007202145NAL0007906995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,140,472
- Total liabilities (EOY)
- $8,067
- Net assets (EOY)
- $4,132,405
- Net assets (BOY)
- $3,482,523
Income & contributions
- Employer contributions
- $95,856
- Participant contributions
- $229,237
- Total contributions
- $346,442
- Total income / additions
- $810,479
Expenses & distributions
- Benefits paid
- $118,706
- Administrative expenses
- $41,891
- Total expenses
- $160,597
- Net increase / (decrease)
- $649,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $20,289 | $1,814 | 2023 |
| Independent Financial Group, LLC | ADVISOR | $7,921 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | AUDITOR | $6,603 | not reported in the loaded dataset | 2023 |
| Geneos Wealth Management, Inc. | ADVISOR | $5,627 | not reported in the loaded dataset | 2023 |
| Reliance | CUSTODY SERVICES | $326 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Society Of St Vincent De Paul Council Of Los Angeles
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Stancorp Financial Group — Schedule C compensation
- Independent Financial Group, LLC — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Geneos Wealth Management, Inc. — Schedule C compensation
- Reliance — Schedule C compensation