2023 Form 5500 filing — La Frontera Center, Inc. 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 20241010110745NAL0033877936001) for La Frontera Center, Inc. 403(B) Plan, reported by La Frontera Center, Inc. under EIN 86-0215009 and plan number 001. It reports 1,939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.5MReported net assets$18,467,850
Participants1.9K1,939
Provider compensation$1.4M3 Schedule C row(s)$1,404,293
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010110745NAL0033877936001
- Plan sponsor
- La Frontera Center, Inc.
- EIN
- 86-0215009
- Plan number
- 001
- Location
- Tucson, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,467,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,467,850
- Participant contributions
- $2,216,510
- Total income / additions
- $4,999,844
- Benefits paid
- $1,614,891
- Administrative expenses
- $136,027
- Total expenses
- $1,749,491
- Net increase / (decrease)
- $3,250,353
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,360,027 | $0 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $0 | $36,580 |
| Cbiz Benefits & Insurance Services | TPA | $0 | $7,686 |