Retirement Plan For Employees Of Southern California Presbyterian Homes — Form 5500 plan (Southern California Presbyterian 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, Retirement Plan For Employees Of Southern California Presbyterian Homes is a benefit plan reported by Southern California Presbyterian Homes under EIN 95-1894293 and plan number 009. The latest loaded filing year is 2023. The filing reports 558 participants and $23,730,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Presbyterian Homes
- EIN
- 95-1894293
- Plan number
- 009
- Plan type
- 2
- Location
- Duarte, CA
- Latest filing year
- 2023
- Participants
- 558
- End-of-year plan assets
- $23,730,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 558 | H, C | 20241014221142NAL0015602403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,730,156
- Net assets (EOY)
- $23,730,156
- Net assets (BOY)
- $35,585,621
Income & contributions
- Total income / additions
- $1,851,531
Expenses & distributions
- Benefits paid
- $13,449,549
- Administrative expenses
- $257,447
- Total expenses
- $13,706,996
- Net increase / (decrease)
- -$11,855,465
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors Inc. | INVESTMENT MANAGER | $119,594 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $84,285 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern California Presbyterian Homes
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Duarte, CA
- Burnham Gibson Wealth Advisors Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation