Habitat For Humanity East Bay Retirement Plan — Form 5500 plan (Habitat For Humanity East Bay/Silicon Valley Inc)
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, Habitat For Humanity East Bay Retirement Plan is a benefit plan reported by Habitat For Humanity East Bay/Silicon Valley Inc under EIN 94-3053687 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $7,450,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Habitat For Humanity East Bay/Silicon Valley Inc
- EIN
- 94-3053687
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $7,450,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241015192942NAL0049544464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,450,464
- Net assets (EOY)
- $7,450,464
- Net assets (BOY)
- $5,698,231
Income & contributions
- Employer contributions
- $224,648
- Participant contributions
- $534,136
- Total contributions
- $758,784
- Total income / additions
- $1,915,038
Expenses & distributions
- Benefits paid
- $96,831
- Administrative expenses
- $65,974
- Total expenses
- $162,805
- Net increase / (decrease)
- $1,752,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Financial | ADVISOR | $45,870 | $0 | 2023 |
| Pension Benefit Consultants | TPA | $10,523 | $0 | 2023 |
| Ascensus LLC | RECORDKEEPER | $9,776 | $0 | 2023 |