2023 Form 5500 filing — Kern Regional Center Defined Benefit 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 20250404102833NAL0007311939001) for Kern Regional Center Defined Benefit Retirement Plan, reported by Kern Regional Center under EIN 23-7115846 and plan number 003. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404102833NAL0007311939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kern Regional Center
- EIN
- 23-7115846
- Plan number
- 003
- Location
- Bakersfield, CA
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,212,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,212,086
- Employer contributions
- $7,500,000
- Total income / additions
- $12,743,707
- Benefits paid
- $2,532,417
- Administrative expenses
- $30,788
- Total expenses
- $2,563,205
- Net increase / (decrease)
- $10,180,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $43,771 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 |