Learn4life 403(B) Plan — Form 5500 plan (Desert Sands Public Charter, 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, Learn4life 403(B) Plan is a benefit plan reported by Desert Sands Public Charter, Inc. under EIN 48-1272886 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,520 participants and $123,802,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Desert Sands Public Charter, Inc.
- EIN
- 48-1272886
- Plan number
- 001
- Plan type
- 3
- Location
- Lancaster, CA
- Latest filing year
- 2023
- Participants
- 2,520
- End-of-year plan assets
- $123,802,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,520 | H, C | 20241015042637NAL0046712016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,802,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,802,359
- Net assets (BOY)
- $94,704,129
Income & contributions
- Employer contributions
- $7,889,633
- Participant contributions
- $9,487,542
- Total contributions
- $17,545,186
- Total income / additions
- $34,602,675
Expenses & distributions
- Benefits paid
- $3,824,077
- Administrative expenses
- $933,924
- Total expenses
- $4,774,117
- Net increase / (decrease)
- $29,828,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Securities, LLC | BROKER/DEALER | $264,121 | not reported in the loaded dataset | 2023 |
| Stephen B. Marvin Agency Inc. | SERVICE PROVIDER | $52,824 | not reported in the loaded dataset | 2023 |
| Johanson And Yau Accountancy Cor | SERVICE PROVIDER | $24,750 | not reported in the loaded dataset | 2023 |
| Pioneer Funds Distributions, Inc. | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Century Investments | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Fidelity Management & Research | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Pioneer Funds Distributors, Inc. | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Franklin/Templeton | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Aim/Investco | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Calvert Group Ltd | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| The Dreyfus Corporation | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Federated Investors | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Jpmorgan Asset Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Newberger/Berman | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Ing Investment, LLC | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Desert Sands Public Charter, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lancaster, CA
- Pensionmark Securities, LLC — Schedule C compensation
- Stephen B. Marvin Agency Inc. — Schedule C compensation
- Johanson And Yau Accountancy Cor — Schedule C compensation
- Pioneer Funds Distributions, Inc. — Schedule C compensation
- American Century Investments — Schedule C compensation
- Fidelity Management & Research — Schedule C compensation
- Pioneer Funds Distributors, Inc. — Schedule C compensation
- Franklin/Templeton — Schedule C compensation
- Aim/Investco — Schedule C compensation
- Calvert Group Ltd — Schedule C compensation
- The Dreyfus Corporation — Schedule C compensation
- Federated Investors — Schedule C compensation
- Jpmorgan Asset Management — Schedule C compensation
- Newberger/Berman — Schedule C compensation
- Ing Investment, LLC — Schedule C compensation