Original filing (PDF)20230728124254NAL0017169344001

FULLERTON INTERFAITH EMERGENCY SERVICE

Name: FULLERTON INTERFAITH EMERGENCY SERVICE — 403(B) THRIFT PLAN FOR EMPLOYEES OF FULLERTON INTERFAITH EMERGENCY SERVICE, Form 5500 (2022)
Creator: FULLERTON INTERFAITH EMERGENCY SERVICE

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF FULLERTON INTERFAITH EMERGENCY SERVICE

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FULLERTON INTERFAITH EMERGENCY SERVICE.

Plan sponsor

Name

FULLERTON INTERFAITH EMERGENCY SERVICE

EIN

33-0147739

Address

1231 E CHAPMAN AVE · FULLERTON, CA · 928313908

Phone

(714) 680-3691

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-28

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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