2023 Form 5500 filing — Autism Outreach Southern California 401(K) Profit Sharing Plan Trust
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 20241002121926NAL0004781635001) for Autism Outreach Southern California 401(K) Profit Sharing Plan Trust, reported by Autism Outreach Southern California, LLC under EIN 46-2864532 and plan number 001. It reports 406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002121926NAL0004781635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Autism Outreach Southern California, LLC
- EIN
- 46-2864532
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,275,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,275,250
- Employer contributions
- $1,647
- Participant contributions
- $496,876
- Total income / additions
- $877,972
- Benefits paid
- $275,444
- Administrative expenses
- $52,568
- Total expenses
- $328,012
- Net increase / (decrease)
- $549,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $22,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,649 | not reported in the loaded dataset |
| Pkf | ACCOUNTANT/AUDITOR | $10,139 | not reported in the loaded dataset |