2023 Form 5500 filing — Neighborhood House Association 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 20250307153502NAL0018869632001) for Neighborhood House Association 401(K) Plan, reported by Neighborhood House Association under EIN 95-1648184 and plan number 001. It reports 879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307153502NAL0018869632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neighborhood House Association
- EIN
- 95-1648184
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,096,282
- Total liabilities (EOY)
- $65,085
- Net assets (EOY)
- $58,031,197
- Employer contributions
- $1,866,572
- Participant contributions
- $2,351,043
- Total income / additions
- $12,003,733
- Benefits paid
- $3,707,041
- Administrative expenses
- $29,144
- Total expenses
- $3,801,270
- Net increase / (decrease)
- $8,202,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $29,144 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |