Plan5500

403(B) Thrift Plan For Girl Scouts Of Orange County — Form 5500 plan (Girl Scouts Of Orange County)

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, 403(B) Thrift Plan For Girl Scouts Of Orange County is a benefit plan reported by Girl Scouts Of Orange County under EIN 95-2023244 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $7,787,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.8MPlan net assets, end of year$7,787,000
Participants207Covered participants reported
Assets / participant$37.6KComputed: assets ÷ participants$37,618 (computed)
Provider compensation$36.9K4 Schedule C provider row(s)$36,856
Plan sponsor
Girl Scouts Of Orange County
EIN
95-2023244
Plan number
002
Plan type
2
Location
Irvine, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    207 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$200K
Participant$618.7K
Full reported line items

Net assets

Total assets (EOY)
$7,787,000
Total liabilities (EOY)
$0
Net assets (EOY)
$7,787,000
Net assets (BOY)
$7,069,220

Income & contributions

Employer contributions
$199,968
Participant contributions
$618,666
Total contributions
$818,634
Total income / additions
$2,502,161

Expenses & distributions

Benefits paid
$1,734,009
Administrative expenses
$32,320
Total expenses
$1,784,381
Net increase / (decrease)
$717,780
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Nfp Retirement Inc$18.6K
    INVESTMENT ADVISOR · Direct $18.6K
  2. 2
    Empower Annuity Insurance Company$16K
    RECORDKEEPER · Direct $16K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$1.8K
    INVESTMENT MANAGEMENT · Direct $1.8K
  4. 4
    National Benefit Services, LLC$500
    CONTRACT ADMIN · Direct $500

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan For Girl Scouts Of Orange County?
403(B) Thrift Plan For Girl Scouts Of Orange County is reported as sponsored by Girl Scouts Of Orange County (EIN 95-2023244, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan For Girl Scouts Of Orange County?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan For Girl Scouts Of Orange County is 2023.
How many participants does 403(B) Thrift Plan For Girl Scouts Of Orange County report?
403(B) Thrift Plan For Girl Scouts Of Orange County reports 207 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan For Girl Scouts Of Orange County?
403(B) Thrift Plan For Girl Scouts Of Orange County reports $7,787,000 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages