2023 Form 5500 filing — Code For America 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 20241015125812NAL0016440499001) for Code For America 401(K) Plan, reported by Code For America Labs, Inc. under EIN 27-1067272 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125812NAL0016440499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Code For America Labs, Inc.
- EIN
- 27-1067272
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,491,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,491,166
- Employer contributions
- $693,078
- Participant contributions
- $2,268,454
- Total income / additions
- $5,395,435
- Benefits paid
- $1,064,506
- Administrative expenses
- $60,914
- Total expenses
- $1,125,420
- Net increase / (decrease)
- $4,270,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $37,011 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,547 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,356 | not reported in the loaded dataset |