Santa Clara Development Corporation 401(K) Plan — Form 5500 plan (Santa Clara Development Corporat)
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, Santa Clara Development Corporation 401(K) Plan is a benefit plan reported by Santa Clara Development Corporat under EIN 85-0480904 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $3,045,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Clara Development Corporat
- EIN
- 85-0480904
- Plan number
- 001
- Plan type
- 2
- Location
- Espanola, NM
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $3,045,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20240913103659NAL0016039280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,045,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,045,187
- Net assets (BOY)
- $2,417,348
Income & contributions
- Employer contributions
- $275,117
- Participant contributions
- $349,924
- Total contributions
- $625,041
- Total income / additions
- $1,092,160
Expenses & distributions
- Benefits paid
- $426,635
- Administrative expenses
- $37,686
- Total expenses
- $464,321
- Net increase / (decrease)
- $627,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $37,686 | $0 | 2023 |