2023 Form 5500 filing — Humangood 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 20241014160656NAL0045241984004) for Humangood 401(K) Plan, reported by Humangood Norcal under EIN 94-1225374 and plan number 002. It reports 5,572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160656NAL0045241984004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Humangood Norcal
- EIN
- 94-1225374
- Plan number
- 002
- Location
- Duarte, CA
- Participants
- 5,572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,985,591
- Net assets (EOY)
- $134,985,591
- Employer contributions
- $6,612,615
- Participant contributions
- $11,623,375
- Total income / additions
- $38,310,589
- Benefits paid
- $10,451,089
- Administrative expenses
- $218,476
- Total expenses
- $10,740,255
- Net increase / (decrease)
- $27,570,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors | ADVISOR | $111,339 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $106,887 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $250 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |