2023 Form 5500 filing — Golden Gate Regional Center 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 20250312125921NAL0011725907001) for Golden Gate Regional Center 403(B) Plan, reported by Golden Gate Regional Center under EIN 94-2461462 and plan number 003. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312125921NAL0011725907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golden Gate Regional Center
- EIN
- 94-2461462
- Plan number
- 003
- Location
- San Francisco, CA
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,741,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,741,664
- Employer contributions
- $3,568,727
- Participant contributions
- $1,285,976
- Total income / additions
- $12,503,702
- Benefits paid
- $1,633,773
- Administrative expenses
- $206,191
- Total expenses
- $1,839,964
- Net increase / (decrease)
- $10,663,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust Company | TRUST CUSTODIAN | $128,400 | $89,530 |
| Brinker Capital Investments | INVESTMENT ADVISORY | $154,939 | not reported in the loaded dataset |
| Lincoln Financial Advisors | INVESTMENT ADVISOR | $0 | $81,772 |
| Primark Benefits | TPA | $31,823 | $24,464 |
| Iron-Co-Fid--Comprehensive | INVESTMENT ADVISOR | $27,975 | not reported in the loaded dataset |