2023 Form 5500 filing — San Diego Hebrew Homes 403b 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 20241007172837NAL0007816083001) for San Diego Hebrew Homes 403b Plan, reported by San Diego Hebrew Homes under EIN 95-1455284 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007172837NAL0007816083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Diego Hebrew Homes
- EIN
- 95-1455284
- Plan number
- 002
- Location
- Encinitas, CA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,178,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,178,079
- Employer contributions
- $159,834
- Participant contributions
- $510,056
- Total income / additions
- $1,883,647
- Benefits paid
- $468,291
- Administrative expenses
- $3,376
- Total expenses
- $471,667
- Net increase / (decrease)
- $1,411,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $4,726 | $17,658 |
| Catalina Capital Group | NONE | $0 | $22,085 |