Boys & Girls Clubs Of San Francisco Retirement Plan — Form 5500 plan (Boys & Girls Clubs Of San Francisco)
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, Boys & Girls Clubs Of San Francisco Retirement Plan is a benefit plan reported by Boys & Girls Clubs Of San Francisco under EIN 94-1156608 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $14,115,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boys & Girls Clubs Of San Francisco
- EIN
- 94-1156608
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $14,115,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20240910190056NAL0003197715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,115,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,115,360
- Net assets (BOY)
- $11,989,654
Income & contributions
- Employer contributions
- $405,805
- Participant contributions
- $563,594
- Total contributions
- $978,023
- Total income / additions
- $2,982,649
Expenses & distributions
- Benefits paid
- $775,889
- Administrative expenses
- $81,054
- Total expenses
- $856,943
- Net increase / (decrease)
- $2,125,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,645 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $43,061 | 2023 |
| Nicholas Pension Consultants | CONTRACT ADMINISTRATOR | $11,408 | $893 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boys & Girls Clubs Of San Francisco
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Nicholas Pension Consultants — Schedule C compensation