2023 Form 5500 filing — Kern Regional Center Defined Contribution 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 20250404114000NAL0023597026001) for Kern Regional Center Defined Contribution Retirement Plan, reported by Kern Regional Center under EIN 23-7115846 and plan number 001. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404114000NAL0023597026001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kern Regional Center
- EIN
- 23-7115846
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,064,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,064,502
- Employer contributions
- $1,202,367
- Participant contributions
- $1,202,367
- Total income / additions
- $3,437,413
- Benefits paid
- $719,563
- Administrative expenses
- $32,759
- Total expenses
- $752,322
- Net increase / (decrease)
- $2,685,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,289 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $11,570 | $0 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISOR | $7,303 | not reported in the loaded dataset |
| Truog-Ryding Company, Inc. | CONTRACT ADMIN | $3,450 | not reported in the loaded dataset |