Northern California Institute For Research And Education 403(B) Plan — Form 5500 plan (Northern California Institute For Research And Education)
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, Northern California Institute For Research And Education 403(B) Plan is a benefit plan reported by Northern California Institute For Research And Education under EIN 94-3084159 and plan number 002. The latest loaded filing year is 2023. The filing reports 384 participants and $28,423,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern California Institute For Research And Education
- EIN
- 94-3084159
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $28,423,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20241015151010NAL0028882385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,423,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,423,544
- Net assets (BOY)
- $22,024,282
Income & contributions
- Employer contributions
- $746,521
- Participant contributions
- $1,569,488
- Total contributions
- $3,949,078
- Total income / additions
- $8,123,847
Expenses & distributions
- Benefits paid
- $1,617,020
- Administrative expenses
- $105,631
- Total expenses
- $1,724,585
- Net increase / (decrease)
- $6,399,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,631 | $0 | 2023 |
| Cedar Mountain Advisors, LLC | INVESTMENT ADVISORY | $0 | $17,893 | 2023 |
| Cbiz Cpas P.C. | ACCOUNTANT | $0 | $14,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern California Institute For Research And Education
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Principal Life Insurance Company — Schedule C compensation
- Cedar Mountain Advisors, LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation