Encompass Community Services 403(B) Plan — Form 5500 plan (Encompass Community Services)
Plain-English plan 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, Encompass Community Services 403(B) Plan is a benefit plan reported by Encompass Community Services under EIN 23-7275290 and plan number 002. The latest loaded filing year is 2023. The filing reports 510 participants and $7,109,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Encompass Community Services
- EIN
- 23-7275290
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Cruz, CA
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $7,109,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H | 20250107144854NAL0005289507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,109,953
- Total liabilities (EOY)
- $12,127
- Net assets (EOY)
- $7,097,826
- Net assets (BOY)
- $5,930,071
Income & contributions
- Employer contributions
- $86,517
- Participant contributions
- $372,534
- Total contributions
- $653,847
- Total income / additions
- $1,509,990
Expenses & distributions
- Benefits paid
- $342,235
- Administrative expenses
- $0
- Total expenses
- $342,235
- Net increase / (decrease)
- $1,167,755
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.