2023 Form 5500 filing — Retirement Plan For Employees Of Southern California Presbyterian Homes
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 20241014221142NAL0015602403001) for Retirement Plan For Employees Of Southern California Presbyterian Homes, reported by Southern California Presbyterian Homes under EIN 95-1894293 and plan number 009. It reports 558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014221142NAL0015602403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Presbyterian Homes
- EIN
- 95-1894293
- Plan number
- 009
- Location
- Duarte, CA
- Participants
- 558
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,730,156
- Net assets (EOY)
- $23,730,156
- Total income / additions
- $1,851,531
- Benefits paid
- $13,449,549
- Administrative expenses
- $257,447
- Total expenses
- $13,706,996
- Net increase / (decrease)
- -$11,855,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors Inc. | INVESTMENT MANAGER | $119,594 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $84,285 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |