Plan5500

403(B) Thrift Plan For Employees Of Special Service For Groups, Inc. — Form 5500 plan (Special Service For Groups, 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, 403(B) Thrift Plan For Employees Of Special Service For Groups, Inc. is a benefit plan reported by Special Service For Groups, Inc. under EIN 95-1716914 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,274 participants and $62,751,409 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$62.8MPlan net assets, end of year$62,751,409
Participants2.3KCovered participants reported2,274
Assets / participant$27.6KComputed: assets ÷ participants$27,595 (computed)
Provider compensation$23.3K1 Schedule C provider row(s)$23,319
Plan sponsor
Special Service For Groups, Inc.
EIN
95-1716914
Plan number
002
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,274 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$62.8M total assets
Net assets$62.8MLiabilities$0
Money in vs. money out
Total income / additions$15.8M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Contributions
Employer$5M
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$62,751,409
Total liabilities (EOY)
$0
Net assets (EOY)
$62,751,409
Net assets (BOY)
$49,723,034

Income & contributions

Employer contributions
$5,020,606
Participant contributions
$2,758,098
Total contributions
$7,838,687
Total income / additions
$15,828,100

Expenses & distributions

Benefits paid
$2,776,406
Administrative expenses
$23,319
Total expenses
$2,799,725
Net increase / (decrease)
$13,028,375
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 65%Participant 35%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America Investment Corp$23.3K
    INSURANCE CARRIER · Direct $23.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan For Employees Of Special Service For Groups, Inc.?
403(B) Thrift Plan For Employees Of Special Service For Groups, Inc. is reported as sponsored by Special Service For Groups, Inc. (EIN 95-1716914, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan For Employees Of Special Service For Groups, Inc.?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan For Employees Of Special Service For Groups, Inc. is 2023.
How many participants does 403(B) Thrift Plan For Employees Of Special Service For Groups, Inc. report?
403(B) Thrift Plan For Employees Of Special Service For Groups, Inc. reports 2,274 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan For Employees Of Special Service For Groups, Inc.?
403(B) Thrift Plan For Employees Of Special Service For Groups, Inc. reports $62,751,409 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages