Conference Of Western Attorneys General 403b Plan — Form 5500 plan (Conference Of Western Attorneys General)

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, Conference Of Western Attorneys General 403b Plan is a benefit plan reported by Conference Of Western Attorneys General under EIN 68-0250561 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,838,679 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,838,679
Participants3Covered participants reported
Assets / participant$612.9KComputed: assets ÷ participants$612,893 (computed)
Provider compensationNone reported
Plan sponsor
Conference Of Western Attorneys General
EIN
68-0250561
Plan number
001
Plan type
2
Location
Elk Grove, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20241112200200NAL0018119537001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities
Money in vs. money out
Total income / additions$389.3K
Total expenses$43.3K
Benefits paid / distributions$43.2K
Contributions
Employer$95.3K
Participant$21.6K
Full reported line items

Net assets

Total assets (EOY)
$1,838,679
Net assets (EOY)
$1,838,679
Net assets (BOY)
$1,492,669

Income & contributions

Employer contributions
$95,273
Participant contributions
$21,597
Total income / additions
$389,325

Expenses & distributions

Benefits paid
$43,193
Total expenses
$43,315
Net increase / (decrease)
$346,010
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 82%Participant 18%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages