Educational Media Foundation 401(K) Plan — Form 5500 plan (Educational Media 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, Educational Media Foundation 401(K) Plan is a benefit plan reported by Educational Media Foundation under EIN 94-2816342 and plan number 001. The latest loaded filing year is 2023. The filing reports 641 participants and $42,661,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Educational Media Foundation
- EIN
- 94-2816342
- Plan number
- 001
- Plan type
- 2
- Location
- Rocklin, CA
- Latest filing year
- 2023
- Participants
- 641
- End-of-year plan assets
- $42,661,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 641 | H, C | 20240809134008NAL0006444113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,661,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,661,855
- Net assets (BOY)
- $33,761,219
Income & contributions
- Employer contributions
- $1,573,188
- Participant contributions
- $3,252,622
- Total contributions
- $5,973,088
- Total income / additions
- $12,503,670
Expenses & distributions
- Benefits paid
- $3,592,851
- Administrative expenses
- $6,064
- Total expenses
- $3,603,034
- Net increase / (decrease)
- $8,900,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $6,064 | $0 | 2023 |