The Annenberg Foundation Trust At Sunnylands 403(B) Plan — Form 5500 plan (The Annenberg Foundation Trust At Sunnylands)
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, The Annenberg Foundation Trust At Sunnylands 403(B) Plan is a benefit plan reported by The Annenberg Foundation Trust At Sunnylands under EIN 25-6774871 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $6,777,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Annenberg Foundation Trust At Sunnylands
- EIN
- 25-6774871
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Mirage, CA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $6,777,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240926155812NAL0000563843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,777,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,777,751
- Net assets (BOY)
- $6,167,055
Income & contributions
- Employer contributions
- $357,187
- Participant contributions
- $527,184
- Total contributions
- $979,297
- Total income / additions
- $1,988,583
Expenses & distributions
- Benefits paid
- $1,376,906
- Administrative expenses
- $981
- Total expenses
- $1,377,887
- Net increase / (decrease)
- $610,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $981 | $0 | 2023 |