The James Irvine Foundation Retirement Plan — Form 5500 plan (The James Irvine Foundation)
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, The James Irvine Foundation Retirement Plan is a benefit plan reported by The James Irvine Foundation under EIN 94-1236937 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $33,711,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The James Irvine Foundation
- EIN
- 94-1236937
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $33,711,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241008162505NAL0035383394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,711,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,711,360
- Net assets (BOY)
- $26,615,062
Income & contributions
- Employer contributions
- $2,244,785
- Participant contributions
- $1,157,543
- Total contributions
- $3,536,617
- Total income / additions
- $8,750,969
Expenses & distributions
- Benefits paid
- $1,585,213
- Administrative expenses
- $67,777
- Total expenses
- $1,654,671
- Net increase / (decrease)
- $7,096,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group, Inc. | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $27,719 | $0 | 2023 |
| California Retirement Plans,Inc. | CONTRACT ADMIN | $10,393 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The James Irvine Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Nwk Group, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- California Retirement Plans,Inc. — Schedule C compensation