Code For America 401(K) Plan — Form 5500 plan (Code For America Labs, Inc.)
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, Code For America 401(K) Plan is a benefit plan reported by Code For America Labs, Inc. under EIN 27-1067272 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $13,491,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Code For America Labs, Inc.
- EIN
- 27-1067272
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $13,491,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241015125812NAL0016440499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,491,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,491,166
- Net assets (BOY)
- $9,221,151
Income & contributions
- Employer contributions
- $693,078
- Participant contributions
- $2,268,454
- Total contributions
- $3,314,187
- Total income / additions
- $5,395,435
Expenses & distributions
- Benefits paid
- $1,064,506
- Administrative expenses
- $60,914
- Total expenses
- $1,125,420
- Net increase / (decrease)
- $4,270,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $37,011 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,547 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,356 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Code For America Labs, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation