San Joaquin County Child Abuse Prevention Council 403(B) Plan — Form 5500 plan (San Joaquin County Child Abuse Prevention Council)
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, San Joaquin County Child Abuse Prevention Council 403(B) Plan is a benefit plan reported by San Joaquin County Child Abuse Prevention Council under EIN 94-2497046 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $2,080,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Joaquin County Child Abuse Prevention Council
- EIN
- 94-2497046
- Plan number
- 001
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $2,080,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20250415095634NAL0005423936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,080,694
- Net assets (EOY)
- $2,080,694
- Net assets (BOY)
- $1,609,366
Income & contributions
- Employer contributions
- $92,871
- Participant contributions
- $233,565
- Total contributions
- $332,152
- Total income / additions
- $607,388
Expenses & distributions
- Benefits paid
- $129,407
- Administrative expenses
- $6,621
- Total expenses
- $136,060
- Net increase / (decrease)
- $471,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Findec Wealth Services, Inc | INVESTMENT MGR | $5,512 | $0 | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $1,352 | 2023 |
| Findec Benefit Services, Inc | TPA RECORDKEEPER | $1,109 | $0 | 2023 |
| Charles Schwab & Co Inc | BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Joaquin County Child Abuse Prevention Council
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Findec Wealth Services, Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Findec Benefit Services, Inc — Schedule C compensation
- Charles Schwab & Co Inc — Schedule C compensation