Golden Gate Regional Center 403(B) Plan — Form 5500 plan (Golden Gate Regional Center)
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, Golden Gate Regional Center 403(B) Plan is a benefit plan reported by Golden Gate Regional Center under EIN 94-2461462 and plan number 003. The latest loaded filing year is 2023. The filing reports 415 participants and $66,741,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden Gate Regional Center
- EIN
- 94-2461462
- Plan number
- 003
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $66,741,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20250312125921NAL0011725907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,741,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,741,664
- Net assets (BOY)
- $56,077,926
Income & contributions
- Employer contributions
- $3,568,727
- Participant contributions
- $1,285,976
- Total contributions
- $4,909,211
- Total income / additions
- $12,503,702
Expenses & distributions
- Benefits paid
- $1,633,773
- Administrative expenses
- $206,191
- Total expenses
- $1,839,964
- Net increase / (decrease)
- $10,663,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Trust Company | TRUST CUSTODIAN | $128,400 | $89,530 | 2023 |
| Brinker Capital Investments | INVESTMENT ADVISORY | $154,939 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Advisors | INVESTMENT ADVISOR | $0 | $81,772 | 2023 |
| Primark Benefits | TPA | $31,823 | $24,464 | 2023 |
| Iron-Co-Fid--Comprehensive | INVESTMENT ADVISOR | $27,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golden Gate Regional Center
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Nationwide Trust Company — Schedule C compensation
- Brinker Capital Investments — Schedule C compensation
- Lincoln Financial Advisors — Schedule C compensation
- Primark Benefits — Schedule C compensation
- Iron-Co-Fid--Comprehensive — Schedule C compensation