403(B) Thrift Plan For Employees Of Alma Family Services — Form 5500 plan (Alma Family Services)
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 Alma Family Services is a benefit plan reported by Alma Family Services under EIN 95-2959331 and plan number 002. The latest loaded filing year is 2023. The filing reports 280 participants and $7,192,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alma Family Services
- EIN
- 95-2959331
- Plan number
- 002
- Plan type
- 2
- Location
- Monterey Park, CA
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $7,192,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20251008154513NAL0003124723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,192,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,192,419
- Net assets (BOY)
- $5,878,599
Income & contributions
- Employer contributions
- $344,503
- Participant contributions
- $277,753
- Total contributions
- $687,579
- Total income / additions
- $1,513,739
Expenses & distributions
- Benefits paid
- $197,440
- Administrative expenses
- $2,479
- Total expenses
- $199,919
- Net increase / (decrease)
- $1,313,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $2,346 | $0 | 2023 |