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, Social Finance, Inc. 403(B) Plan is a benefit plan reported by Social Finance, Inc. under EIN 27-4620963 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $8,899,212 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,899,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,899,212
- Net assets (BOY)
- $5,892,393
Income & contributions
- Employer contributions
- $404,222
- Participant contributions
- $1,409,373
- Total contributions
- $1,925,953
- Total income / additions
- $3,279,865
Expenses & distributions
- Benefits paid
- $264,066
- Administrative expenses
- $8,980
- Total expenses
- $273,046
- Net increase / (decrease)
- $3,006,819