Edgewood 403(B) Plan — Form 5500 plan (Edgewood Center For Children And Families)
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, Edgewood 403(B) Plan is a benefit plan reported by Edgewood Center For Children And Families under EIN 94-1186168 and plan number 002. The latest loaded filing year is 2023. The filing reports 390 participants and $10,903,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgewood Center For Children And Families
- EIN
- 94-1186168
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 390
- End-of-year plan assets
- $10,903,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 390 | H, C | 20241218091155NAL0003063745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,903,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,903,760
- Net assets (BOY)
- $8,711,793
Income & contributions
- Employer contributions
- $329,866
- Participant contributions
- $627,575
- Total contributions
- $965,888
- Total income / additions
- $2,503,028
Expenses & distributions
- Benefits paid
- $247,122
- Administrative expenses
- $63,939
- Total expenses
- $311,061
- Net increase / (decrease)
- $2,191,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Primark Benefits | 3RD PARTY PENSION ADMIN | $39,923 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $18,859 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Co | CUSTODIAN | $5,157 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edgewood Center For Children And Families
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Primark Benefits — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Charles Schwab Trust Co — Schedule C compensation