2023 Form 5500 filing — Children'S Home Of Stockton 401(K) Profit Sharing 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 20241011192436NAL0022579233001) for Children'S Home Of Stockton 401(K) Profit Sharing Plan, reported by Children'S Home Of Stockton under EIN 94-0382320 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011192436NAL0022579233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Children'S Home Of Stockton
- EIN
- 94-0382320
- Plan number
- 001
- Location
- Stockton, CA
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,133,113
- Net assets (EOY)
- $3,133,113
- Employer contributions
- $147,880
- Participant contributions
- $112,356
- Total income / additions
- $691,903
- Benefits paid
- $750,033
- Administrative expenses
- $25,515
- Total expenses
- $775,548
- Net increase / (decrease)
- -$83,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Findec Benefit Services, Inc. | TPA RECORDKEEPER | $20,635 | not reported in the loaded dataset |
| Findec Wealth Services, Inc. | INVESTMENT ADVISER | $4,880 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | not reported in the loaded dataset | $0 |