2023 Form 5500 filing — Educational Media Foundation 401(K) 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 20240809134008NAL0006444113001) for Educational Media Foundation 401(K) Plan, reported by Educational Media Foundation under EIN 94-2816342 and plan number 001. It reports 641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240809134008NAL0006444113001
Filing year
2023
Form type
2
Plan sponsor
Educational Media Foundation
EIN
94-2816342
Plan number
001
Location
Rocklin, CA
Participants
641
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$42,661,855
Total liabilities (EOY)
$0
Net assets (EOY)
$42,661,855
Employer contributions
$1,573,188
Participant contributions
$3,252,622
Total income / additions
$12,503,670
Benefits paid
$3,592,851
Administrative expenses
$6,064
Total expenses
$3,603,034
Net increase / (decrease)
$8,900,636
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$6,064$0

Related Form 5500 pages