2023 Form 5500 filing — Florence Crittenton Services 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 20250411151245NAL0046728306001) for Florence Crittenton Services 403(B) Plan, reported by Florence Crittenton Services Of Orange County under EIN 95-2492427 and plan number 001. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411151245NAL0046728306001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florence Crittenton Services Of Orange County
- EIN
- 95-2492427
- Plan number
- 001
- Location
- Fullerton, CA
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,165,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,165,691
- Employer contributions
- $651,242
- Participant contributions
- $900,741
- Total income / additions
- $2,768,965
- Benefits paid
- $1,886,765
- Administrative expenses
- $72,653
- Total expenses
- $1,959,418
- Net increase / (decrease)
- $809,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $27,912 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $22,167 | $0 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $10,143 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,137 | $0 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $2,968 | $0 |