Food Bank Of Contra Costa And Solano 403(B) Plan — Form 5500 plan (Food Bank Of Contra Costa And Solano)
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, Food Bank Of Contra Costa And Solano 403(B) Plan is a benefit plan reported by Food Bank Of Contra Costa And Solano under EIN 94-2418054 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $3,935,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Food Bank Of Contra Costa And Solano
- EIN
- 94-2418054
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $3,935,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241015093842NAL0014328979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,935,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,935,933
- Net assets (BOY)
- $3,220,835
Income & contributions
- Employer contributions
- $173,737
- Participant contributions
- $405,500
- Total contributions
- $606,113
- Total income / additions
- $1,101,585
Expenses & distributions
- Benefits paid
- $384,596
- Administrative expenses
- $1,891
- Total expenses
- $386,487
- Net increase / (decrease)
- $715,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Planology, Inc. | INVESTMENT ADVISORY | $0 | $13,130 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,891 | $0 | 2023 |