Children'S Home Of Stockton 401(K) Profit Sharing Plan — Form 5500 plan (Children'S Home Of Stockton)
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, Children'S Home Of Stockton 401(K) Profit Sharing Plan is a benefit plan reported by Children'S Home Of Stockton under EIN 94-0382320 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $3,133,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Children'S Home Of Stockton
- EIN
- 94-0382320
- Plan number
- 001
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $3,133,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241011192436NAL0022579233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,133,113
- Net assets (EOY)
- $3,133,113
- Net assets (BOY)
- $3,216,758
Income & contributions
- Employer contributions
- $147,880
- Participant contributions
- $112,356
- Total contributions
- $260,236
- Total income / additions
- $691,903
Expenses & distributions
- Benefits paid
- $750,033
- Administrative expenses
- $25,515
- Total expenses
- $775,548
- Net increase / (decrease)
- -$83,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Findec Benefit Services, Inc. | TPA RECORDKEEPER | $20,635 | not reported in the loaded dataset | 2023 |
| Findec Wealth Services, Inc. | INVESTMENT ADVISER | $4,880 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | not reported in the loaded dataset | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Children'S Home Of Stockton
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Findec Benefit Services, Inc. — Schedule C compensation
- Findec Wealth Services, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation