2023 Form 5500 filing — See 403(B) 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 20241113130341NAL0028418016001) for See 403(B) Retirement Plan, reported by Social And Environmental Entrepreneurs under EIN 95-4116679 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241113130341NAL0028418016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Social And Environmental Entrepreneurs
- EIN
- 95-4116679
- Plan number
- 001
- Location
- Calabasas, CA
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,794,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,794,874
- Employer contributions
- $270,167
- Participant contributions
- $742,727
- Total income / additions
- $1,475,681
- Benefits paid
- $93,219
- Administrative expenses
- $6,216
- Total expenses
- $99,435
- Net increase / (decrease)
- $1,376,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD-KEEPER | $29,718 | $221 |
| Lincoln Financial Advisors Cor | ADVISOR | $0 | $10,053 |
| The Ryding Company | THIRD PARTY ADMINISTRATO | $1,292 | not reported in the loaded dataset |