2023 Form 5500 filing — Springboard Social Enterprises 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 20241008153555NAL0016954017001) for Springboard Social Enterprises Retirement Plan, reported by Springboard Social Enterprises under EIN 81-2228271 and plan number 001. It reports 54 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153555NAL0016954017001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Springboard Social Enterprises
- EIN
- 81-2228271
- Plan number
- 001
- Location
- Ladera Ranch, CA
- Participants
- 54
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,899,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,899,911
- Employer contributions
- $91,446
- Participant contributions
- $202,289
- Total income / additions
- $969,513
- Benefits paid
- $514,077
- Administrative expenses
- $24,493
- Total expenses
- $546,471
- Net increase / (decrease)
- $423,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Ins | RECORDKEEPER | $24,716 | $0 |
| The Allocation Company | CONTRACT ADMIN | $1,775 | $1,777 |
| Empower Ret Adv Serv | INVESTMENT MANAGEMENT | $603 | not reported in the loaded dataset |
| Wells Fargo Advisors, LLC | BROKER/ADVISER | $0 | $0 |