2023 Form 5500 filing — The Annenberg Foundation Trust At Sunnylands 403(B) 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 20240926155812NAL0000563843001) for The Annenberg Foundation Trust At Sunnylands 403(B) Plan, reported by The Annenberg Foundation Trust At Sunnylands under EIN 25-6774871 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926155812NAL0000563843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Annenberg Foundation Trust At Sunnylands
- EIN
- 25-6774871
- Plan number
- 001
- Location
- Rancho Mirage, CA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,777,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,777,751
- Employer contributions
- $357,187
- Participant contributions
- $527,184
- Total income / additions
- $1,988,583
- Benefits paid
- $1,376,906
- Administrative expenses
- $981
- Total expenses
- $1,377,887
- Net increase / (decrease)
- $610,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $981 | $0 |