Progress Foundation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Progress Foundation (EIN 94-1716828) is a plan sponsor located in San Francisco, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1716828
Location
San Francisco, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,927,038
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,927,038

Contributions & income

Employer contributions
$270,019
Participant contributions
$382,467
Total income / additions
$2,131,949

Expenses & distributions

Benefits paid / distributions
$236,646
Total expenses
$252,159
Net increase / (decrease)
$1,879,790

Coverage

Total reported participants
781
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Progress Foundation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Progress Foundation 403(B) Retirement Plan001557$11,927,0382023
Progress Foundation Health & Welfare Benefit Plan506224not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Progress Foundation
YearPlanParticipantsSchedulesFiling
2023Progress Foundation Health & Welfare Benefit Plan22420250110143800NAL0023328208001
2023Progress Foundation 403(B) Retirement Plan557H, C20250409121456NAL0019787697001

Related Form 5500 pages