Humangood 401(K) Plan — Form 5500 plan (Humangood Norcal)
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, Humangood 401(K) Plan is a benefit plan reported by Humangood Norcal under EIN 94-1225374 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,572 participants and $134,985,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Humangood Norcal
- EIN
- 94-1225374
- Plan number
- 002
- Plan type
- 2
- Location
- Duarte, CA
- Latest filing year
- 2023
- Participants
- 5,572
- End-of-year plan assets
- $134,985,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,572 | H, C | 20241014160656NAL0045241984004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,985,591
- Net assets (EOY)
- $134,985,591
- Net assets (BOY)
- $103,834,320
Income & contributions
- Employer contributions
- $6,612,615
- Participant contributions
- $11,623,375
- Total contributions
- $20,658,721
- Total income / additions
- $38,310,589
Expenses & distributions
- Benefits paid
- $10,451,089
- Administrative expenses
- $218,476
- Total expenses
- $10,740,255
- Net increase / (decrease)
- $27,570,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors | ADVISOR | $111,339 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $106,887 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $250 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Humangood Norcal
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Duarte, CA
- Burnham Gibson Wealth Advisors — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation