2023 Form 5500 filing — Fred Finch Youth Center 401(K)
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 20250415195110NAL0007301346001) for Fred Finch Youth Center 401(K), reported by Fred Finch Youth Center under EIN 94-0474080 and plan number 001. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415195110NAL0007301346001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fred Finch Youth Center
- EIN
- 94-0474080
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,070,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,070,104
- Employer contributions
- $1,141,491
- Participant contributions
- $1,477,324
- Total income / additions
- $6,001,723
- Benefits paid
- $2,336,292
- Administrative expenses
- $195,036
- Total expenses
- $2,530,211
- Net increase / (decrease)
- $3,471,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $127,501 | $0 |
| Lincoln Financial Advisors Corp | INVESTMENT ADVISOR | $39,724 | not reported in the loaded dataset |
| Acisure Of California LLC Suhr Risk | OTHER | $14,020 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,009 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $4,547 | not reported in the loaded dataset |