Summer Search Foundation 401(K) Retirement Plan — Form 5500 plan (Summer Search Foundation)
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, Summer Search Foundation 401(K) Retirement Plan is a benefit plan reported by Summer Search Foundation under EIN 68-0200138 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $7,386,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summer Search Foundation
- EIN
- 68-0200138
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $7,386,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241015071138NAL0028909105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,386,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,386,358
- Net assets (BOY)
- $6,024,538
Income & contributions
- Employer contributions
- $240,751
- Participant contributions
- $775,296
- Total contributions
- $1,109,763
- Total income / additions
- $2,349,689
Expenses & distributions
- Benefits paid
- $951,117
- Administrative expenses
- $19,431
- Total expenses
- $987,869
- Net increase / (decrease)
- $1,361,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc | INVESTMENT/FINANCIAL ADVI | $15,272 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $4,158 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |