Habitat For Humanity Of Greater Los Angeles 401(K) Profit Sharing Plan — Form 5500 plan (Habitat For Humanity Of Greater Los Angeles)

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, Habitat For Humanity Of Greater Los Angeles 401(K) Profit Sharing Plan is a benefit plan reported by Habitat For Humanity Of Greater Los Angeles under EIN 33-0416470 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $6,207,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Habitat For Humanity Of Greater Los Angeles
EIN
33-0416470
Plan number
001
Plan type
2
Location
Bellflower, CA
Latest filing year
2023
Participants
198
End-of-year plan assets
$6,207,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241213074755NAL0015503313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,207,074
Total liabilities (EOY)
$0
Net assets (EOY)
$6,207,074
Net assets (BOY)
$4,788,066

Income & contributions

Employer contributions
$265,098
Participant contributions
$575,198
Total contributions
$840,296
Total income / additions
$1,562,659

Expenses & distributions

Benefits paid
$134,954
Administrative expenses
$8,697
Total expenses
$143,651
Net increase / (decrease)
$1,419,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISORY-PLAN$21,016not reported in the loaded dataset2023
Transamerica Financial Life InsuranRECORDKEEPER$2,537$02023
Futureplan By AscensusRECORDKEEPER$840$02023

Related Form 5500 pages