2023 Form 5500 filing — The James Irvine Foundation 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 20241008162505NAL0035383394001) for The James Irvine Foundation Retirement Plan, reported by The James Irvine Foundation under EIN 94-1236937 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008162505NAL0035383394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The James Irvine Foundation
- EIN
- 94-1236937
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,711,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,711,360
- Employer contributions
- $2,244,785
- Participant contributions
- $1,157,543
- Total income / additions
- $8,750,969
- Benefits paid
- $1,585,213
- Administrative expenses
- $67,777
- Total expenses
- $1,654,671
- Net increase / (decrease)
- $7,096,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group, Inc. | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $27,719 | $0 |
| California Retirement Plans,Inc. | CONTRACT ADMIN | $10,393 | not reported in the loaded dataset |