2023 Form 5500 filing — Humboldt Senior Resource 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 20250401110643NAL0007840049001) for Humboldt Senior Resource Center 403(B) Plan, reported by Humboldt Senior Resource Center Incorporated under EIN 94-2261434 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401110643NAL0007840049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Humboldt Senior Resource Center Incorporated
- EIN
- 94-2261434
- Plan number
- 001
- Location
- Eureka, CA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,815,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,815,745
- Employer contributions
- $161,925
- Participant contributions
- $482,304
- Total income / additions
- $953,186
- Benefits paid
- $856,258
- Administrative expenses
- $17,362
- Total expenses
- $873,620
- Net increase / (decrease)
- $79,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premier Financial Group | INVESTMENT ADVISOR | $7,441 | not reported in the loaded dataset |
| Newport Group | CUSTODIAN | $5,921 | not reported in the loaded dataset |