2023 Form 5500 filing — Five Acres 401(K) 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 20241011154934NAL0023152865001) for Five Acres 401(K) Plan, reported by Five Acres-The Boys & Girls Aid Society Of La Los Angeles County under EIN 95-1647810 and plan number 002. It reports 993 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011154934NAL0023152865001
Filing year
2023
Form type
2
Plan sponsor
Five Acres-The Boys & Girls Aid Society Of La Los Angeles County
EIN
95-1647810
Plan number
002
Location
Altadena, CA
Participants
993
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,219,155
Total liabilities (EOY)
$0
Net assets (EOY)
$21,219,155
Employer contributions
$781,264
Participant contributions
$1,018,573
Total income / additions
$4,671,046
Benefits paid
$994,126
Administrative expenses
$51,995
Total expenses
$1,080,981
Net increase / (decrease)
$3,590,065
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Da Davidson & CoINVESTMENT ADVISORY-PLAN$45,085not reported in the loaded dataset
Transamerica Retirement SolutionsRECORDKEEPER$6,910$0
Futureplan By AscensusRECORDKEEPER$0$59

Related Form 5500 pages