2023 Form 5500 filing — Ebaldc Retirement 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 20240806191503NAL0001635699001) for Ebaldc Retirement Plan, reported by East Bay Asian Local Development Corporation under EIN 51-0171851 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806191503NAL0001635699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- East Bay Asian Local Development Corporation
- EIN
- 51-0171851
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,065,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,065,686
- Participant contributions
- $543,568
- Total income / additions
- $1,221,549
- Benefits paid
- $615,878
- Administrative expenses
- $50,055
- Total expenses
- $679,170
- Net increase / (decrease)
- $542,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial | FINANCIAL ADVISOR | $22,253 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $19,616 | $0 |