2023 Form 5500 filing — Food Bank Of Contra Costa And Solano 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 20241015093842NAL0014328979001) for Food Bank Of Contra Costa And Solano 403(B) Plan, reported by Food Bank Of Contra Costa And Solano under EIN 94-2418054 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093842NAL0014328979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Food Bank Of Contra Costa And Solano
- EIN
- 94-2418054
- Plan number
- 001
- Location
- Concord, CA
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,935,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,935,933
- Employer contributions
- $173,737
- Participant contributions
- $405,500
- Total income / additions
- $1,101,585
- Benefits paid
- $384,596
- Administrative expenses
- $1,891
- Total expenses
- $386,487
- Net increase / (decrease)
- $715,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Planology, Inc. | INVESTMENT ADVISORY | $0 | $13,130 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,891 | $0 |