2023 Form 5500 filing — Boys & Girls Clubs Of San Francisco 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 20240910190056NAL0003197715001) for Boys & Girls Clubs Of San Francisco Retirement Plan, reported by Boys & Girls Clubs Of San Francisco under EIN 94-1156608 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910190056NAL0003197715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boys & Girls Clubs Of San Francisco
- EIN
- 94-1156608
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,115,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,115,360
- Employer contributions
- $405,805
- Participant contributions
- $563,594
- Total income / additions
- $2,982,649
- Benefits paid
- $775,889
- Administrative expenses
- $81,054
- Total expenses
- $856,943
- Net increase / (decrease)
- $2,125,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,645 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $43,061 |
| Nicholas Pension Consultants | CONTRACT ADMINISTRATOR | $11,408 | $893 |