2023 Form 5500 filing — Cal Poly Humboldt Sponsored Programs Foundation 403(B) Dc Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724162630NAL0013414481001) for Cal Poly Humboldt Sponsored Programs Foundation 403(B) Dc Plan, reported by Cal Poly Humboldt Sponsored Programs Foundation under EIN 94-6050071 and plan number 001. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724162630NAL0013414481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cal Poly Humboldt Sponsored Programs Foundation
- EIN
- 94-6050071
- Plan number
- 001
- Location
- Arcata, CA
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,037,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,037,860
- Employer contributions
- $769,894
- Participant contributions
- $315,270
- Total income / additions
- $2,880,155
- Benefits paid
- $212,510
- Administrative expenses
- $35,956
- Total expenses
- $248,466
- Net increase / (decrease)
- $2,631,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,969 | $0 |
| 401(K) Advisors Inc | INVESTMENT ADVISORY | $0 | $10,000 |