Neighborhood House Association 401(K) Plan — Form 5500 plan (Neighborhood House Association)
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, Neighborhood House Association 401(K) Plan is a benefit plan reported by Neighborhood House Association under EIN 95-1648184 and plan number 001. The latest loaded filing year is 2023. The filing reports 879 participants and $58,096,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neighborhood House Association
- EIN
- 95-1648184
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 879
- End-of-year plan assets
- $58,096,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 879 | H, C | 20250307153502NAL0018869632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,096,282
- Total liabilities (EOY)
- $65,085
- Net assets (EOY)
- $58,031,197
- Net assets (BOY)
- $49,828,734
Income & contributions
- Employer contributions
- $1,866,572
- Participant contributions
- $2,351,043
- Total contributions
- $4,225,755
- Total income / additions
- $12,003,733
Expenses & distributions
- Benefits paid
- $3,707,041
- Administrative expenses
- $29,144
- Total expenses
- $3,801,270
- Net increase / (decrease)
- $8,202,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $29,144 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |