2023 Form 5500 filing — Ronald Reagan Presidential 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 20240725160236NAL0009454099001) for Ronald Reagan Presidential Foundation 403(B) Dc Plan, reported by The Ronald Reagan Presidential Foundation And Institute under EIN 77-0054631 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725160236NAL0009454099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ronald Reagan Presidential Foundation And Institute
- EIN
- 77-0054631
- Plan number
- 001
- Location
- Simi Valley, CA
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,670,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,670,420
- Employer contributions
- $746,093
- Participant contributions
- $363,852
- Total income / additions
- $2,941,550
- Benefits paid
- $1,891,295
- Administrative expenses
- $43,067
- Total expenses
- $1,934,362
- Net increase / (decrease)
- $1,007,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $25,690 | $0 |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $17,603 | not reported in the loaded dataset |