Federal Defenders Of San Diego, Inc. 401(K) Pension Plan — Form 5500 plan (Federal Defenders Of San Diego, 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, Federal Defenders Of San Diego, Inc. 401(K) Pension Plan is a benefit plan reported by Federal Defenders Of San Diego, Inc. under EIN 95-2678506 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $59,355,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Federal Defenders Of San Diego, Inc.
- EIN
- 95-2678506
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $59,355,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20250124155415NAL0013605616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,355,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,355,845
- Net assets (BOY)
- $45,059,933
Income & contributions
- Employer contributions
- $3,341,872
- Participant contributions
- $1,237,554
- Total contributions
- $4,585,730
- Total income / additions
- $16,502,923
Expenses & distributions
- Benefits paid
- $2,052,465
- Administrative expenses
- $121,880
- Total expenses
- $2,207,011
- Net increase / (decrease)
- $14,295,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| World Investment Advisors LLC | INVESTMENT ADVISOR | $67,996 | not reported in the loaded dataset | 2023 |
| Empower Retirement Advisory | INVESTMENT MGMT | $23,450 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,258 | $0 | 2023 |
| Actuarial Benefits Corp | TPA | $10,659 | $2,500 | 2023 |
| Ascensus Holdings | TPA | $9,232 | $2,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Federal Defenders Of San Diego, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- World Investment Advisors LLC — Schedule C compensation
- Empower Retirement Advisory — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Ascensus Holdings — Schedule C compensation