See 403(B) Retirement Plan — Form 5500 plan (Social And Environmental Entrepreneurs)
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, See 403(B) Retirement Plan is a benefit plan reported by Social And Environmental Entrepreneurs under EIN 95-4116679 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $2,794,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Social And Environmental Entrepreneurs
- EIN
- 95-4116679
- Plan number
- 001
- Plan type
- 2
- Location
- Calabasas, CA
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $2,794,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241113130341NAL0028418016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,794,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,794,874
- Net assets (BOY)
- $1,418,628
Income & contributions
- Employer contributions
- $270,167
- Participant contributions
- $742,727
- Total contributions
- $1,166,845
- Total income / additions
- $1,475,681
Expenses & distributions
- Benefits paid
- $93,219
- Administrative expenses
- $6,216
- Total expenses
- $99,435
- Net increase / (decrease)
- $1,376,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD-KEEPER | $29,718 | $221 | 2023 |
| Lincoln Financial Advisors Cor | ADVISOR | $0 | $10,053 | 2023 |
| The Ryding Company | THIRD PARTY ADMINISTRATO | $1,292 | not reported in the loaded dataset | 2023 |