Owens Valley Career Development Center Retirement Savings Plan — Form 5500 plan (Owens Valley Career Development Center)
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, Owens Valley Career Development Center Retirement Savings Plan is a benefit plan reported by Owens Valley Career Development Center under EIN 77-0222088 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $9,131,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Owens Valley Career Development Center
- EIN
- 77-0222088
- Plan number
- 001
- Plan type
- 2
- Location
- Bishop, CA
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $9,131,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241014135120NAL0026328305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,131,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,131,091
- Net assets (BOY)
- $7,731,024
Income & contributions
- Employer contributions
- $420,102
- Participant contributions
- $409,561
- Total contributions
- $1,207,136
- Total income / additions
- $2,464,792
Expenses & distributions
- Benefits paid
- $1,009,844
- Administrative expenses
- $33,010
- Total expenses
- $1,064,725
- Net increase / (decrease)
- $1,400,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,030 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,980 | $0 | 2023 |