Other
2023 plan-year Other DOL Form 5500

GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

GEORGE LUCAS EDUCATIONAL FOUNDATION

This Other plan holds N/A in total assets and serves 32 participants as of 2023. It is sponsored by GEORGE LUCAS EDUCATIONAL FOUNDATION in California.

Total Assets (2023)
N/A
Participants
32
State
Industry
Other Services

What the Filing Says About GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7)

GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) is a Other retirement plan sponsored by GEORGE LUCAS EDUCATIONAL FOUNDATION, headquartered in California. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 32 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 680065687, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN680065687
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GEORGE LUCAS EDUCATIONAL FOUNDATION)

Year Plans Participants Total Assets
2022 1 33 N/A
2023 1 32 N/A
2024 1 22 N/A

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7)?
As of the 2023 Form 5500 filing, GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) holds N/A in total assets with 32 participants. It is sponsored by GEORGE LUCAS EDUCATIONAL FOUNDATION.
What type of plan is GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7)?
GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) is a Other plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 680065687.
Who sponsors the GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7)?
GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) is sponsored by GEORGE LUCAS EDUCATIONAL FOUNDATION, located in California. The sponsor's EIN is 680065687 and the plan operates in the Other Services industry.
How did GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) perform in 2023?
GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) held N/A in total assets at the end of 2023.
Where can I find official filings for GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7)?
Official Form 5500 filings for GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 680065687 or plan name at efast.dol.gov.
How does GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) compare to other plans?
You can compare GEORGE LUCAS EDUCATIONAL FOUNDATION 403(B)(7) against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 680065687.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.