Adelante Development Center, Inc. 403(B) Plan — Form 5500 plan (Adelante Development Center, 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, Adelante Development Center, Inc. 403(B) Plan is a benefit plan reported by Adelante Development Center, Inc. under EIN 85-0262072 and plan number 001. The latest loaded filing year is 2023. The filing reports 648 participants and $7,828,934 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adelante Development Center, Inc.
EIN
85-0262072
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
648
End-of-year plan assets
$7,828,934

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023648H, C20241015110656NAL0028151841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,828,934
Total liabilities (EOY)
$0
Net assets (EOY)
$7,828,934
Net assets (BOY)
$7,865,990

Income & contributions

Employer contributions
$239,563
Participant contributions
$602,160
Total contributions
$874,398
Total income / additions
$2,051,038

Expenses & distributions

Benefits paid
$1,998,360
Administrative expenses
$88,001
Total expenses
$2,088,094
Net increase / (decrease)
-$37,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$55,968not reported in the loaded dataset2023
Sagepoint Financial, Inc.NONE$23,466not reported in the loaded dataset2023
Osaic Wealth, Inc.NONE$8,567not reported in the loaded dataset2023

Related Form 5500 pages