2023 Form 5500 filing — Widows & Orphans Aid Assoc Of The Police Dept. Of San
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 20240823191842NAL0006717137001) for Widows & Orphans Aid Assoc Of The Police Dept. Of San, reported by Widows & Orphans Aid Association Of The Police Dept Of under EIN 94-0981411 and plan number 501. It reports 3,023 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823191842NAL0006717137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Widows & Orphans Aid Association Of The Police Dept Of
- EIN
- 94-0981411
- Plan number
- 501
- Location
- San Rafael, CA
- Participants
- 3,023
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,143,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,143,453
- Participant contributions
- $299,935
- Total income / additions
- $1,676,859
- Benefits paid
- $571,000
- Administrative expenses
- $167,865
- Total expenses
- $738,865
- Net increase / (decrease)
- $937,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab | INVESTMENT ADVISOR | $50,034 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | AUDITOR | $26,775 | not reported in the loaded dataset |
| Mark Mcdonough | SECRETARY | $23,400 | not reported in the loaded dataset |
| Sally Foster | SERVICE PROVIDER | $23,400 | not reported in the loaded dataset |
| Dean Taylor | TREASURER | $23,400 | not reported in the loaded dataset |