401(K) Profit-Sharing Plan For Employees Of Odd Fellow-Rebekah Children'S Home — Form 5500 plan (Odd Fellow-Rebekah Children'S Home Of California)
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, 401(K) Profit-Sharing Plan For Employees Of Odd Fellow-Rebekah Children'S Home is a benefit plan reported by Odd Fellow-Rebekah Children'S Home Of California under EIN 94-1167402 and plan number 002. The latest loaded filing year is 2023. The filing reports 361 participants and $10,730,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Odd Fellow-Rebekah Children'S Home Of California
- EIN
- 94-1167402
- Plan number
- 002
- Plan type
- 2
- Location
- Gilroy, CA
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $10,730,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20241029104507NAL0004327841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,730,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,730,734
- Net assets (BOY)
- $8,755,686
Income & contributions
- Employer contributions
- $343,311
- Participant contributions
- $678,568
- Total contributions
- $1,043,437
- Total income / additions
- $2,693,842
Expenses & distributions
- Benefits paid
- $713,940
- Administrative expenses
- $4,854
- Total expenses
- $718,794
- Net increase / (decrease)
- $1,975,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,763 | $0 | 2023 |