Inglewood Park Cemetery 401(K) Plan And Trust — Form 5500 plan (Inglewood Park Cemetery)
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, Inglewood Park Cemetery 401(K) Plan And Trust is a benefit plan reported by Inglewood Park Cemetery under EIN 95-3755235 and plan number 003. The latest loaded filing year is 2023. The filing reports 299 participants and $11,637,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inglewood Park Cemetery
- EIN
- 95-3755235
- Plan number
- 003
- Plan type
- 2
- Location
- Inglewood, CA
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $11,637,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241015163835NAL0050486320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,637,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,637,449
- Net assets (BOY)
- $9,534,115
Income & contributions
- Employer contributions
- $540,597
- Participant contributions
- $1,037,539
- Total contributions
- $1,613,055
- Total income / additions
- $3,031,130
Expenses & distributions
- Benefits paid
- $863,816
- Administrative expenses
- $58,917
- Total expenses
- $927,796
- Net increase / (decrease)
- $2,103,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $41,967 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $16,950 | not reported in the loaded dataset | 2023 |