Florence Crittenton Services 403(B) Plan — Form 5500 plan (Florence Crittenton Services 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, Florence Crittenton Services 403(B) Plan is a benefit plan reported by Florence Crittenton Services Of Orange County under EIN 95-2492427 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $11,165,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florence Crittenton Services Of Orange County
- EIN
- 95-2492427
- Plan number
- 001
- Plan type
- 2
- Location
- Fullerton, CA
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $11,165,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20250411151245NAL0046728306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,165,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,165,691
- Net assets (BOY)
- $10,356,144
Income & contributions
- Employer contributions
- $651,242
- Participant contributions
- $900,741
- Total contributions
- $1,592,680
- Total income / additions
- $2,768,965
Expenses & distributions
- Benefits paid
- $1,886,765
- Administrative expenses
- $72,653
- Total expenses
- $1,959,418
- Net increase / (decrease)
- $809,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $27,912 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $22,167 | $0 | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $10,143 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,137 | $0 | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $2,968 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Florence Crittenton Services Of Orange County
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fullerton, CA
- Mutual Of America Sec. Corp LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Cambridge Investment Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation