2023 Form 5500 filing — Habitat For Humanity East Bay Retirement 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 20241015192942NAL0049544464001) for Habitat For Humanity East Bay Retirement Plan, reported by Habitat For Humanity East Bay/Silicon Valley Inc under EIN 94-3053687 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192942NAL0049544464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Habitat For Humanity East Bay/Silicon Valley Inc
- EIN
- 94-3053687
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,450,464
- Net assets (EOY)
- $7,450,464
- Employer contributions
- $224,648
- Participant contributions
- $534,136
- Total income / additions
- $1,915,038
- Benefits paid
- $96,831
- Administrative expenses
- $65,974
- Total expenses
- $162,805
- Net increase / (decrease)
- $1,752,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Financial | ADVISOR | $45,870 | $0 |
| Pension Benefit Consultants | TPA | $10,523 | $0 |
| Ascensus LLC | RECORDKEEPER | $9,776 | $0 |