Children'S Law Center Of California 403(B) Plan — Form 5500 plan (Children'S Law Center Of California)
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, Children'S Law Center Of California 403(B) Plan is a benefit plan reported by Children'S Law Center Of California under EIN 95-4252143 and plan number 001. The latest loaded filing year is 2023. The filing reports 699 participants and $59,310,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Children'S Law Center Of California
- EIN
- 95-4252143
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey Park, CA
- Latest filing year
- 2023
- Participants
- 699
- End-of-year plan assets
- $59,310,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 699 | H, C | 20241021191809NAL0001384979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,310,176
- Net assets (EOY)
- $59,310,176
- Net assets (BOY)
- $46,478,128
Income & contributions
- Employer contributions
- $2,974,908
- Participant contributions
- $4,041,897
- Total contributions
- $7,181,695
- Total income / additions
- $16,183,430
Expenses & distributions
- Benefits paid
- $3,187,293
- Administrative expenses
- $164,089
- Total expenses
- $3,351,382
- Net increase / (decrease)
- $12,832,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORED KEEPER | $97,303 | $0 | 2023 |
| Nfp | CONSULTANT | $55,000 | not reported in the loaded dataset | 2023 |
| Holthouse, Carlin & Van Trigt Llp | AUDITOR | $15,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORD KEEPER | $1,821 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Children'S Law Center Of California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monterey Park, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Nfp — Schedule C compensation
- Holthouse, Carlin & Van Trigt Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- National Financial Services — Schedule C compensation