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Form 5500 · Retirement plan · SANTA ANA, CA

THE PRIORITY CENTER, ENDING THE CYCLE OF GENERATIONAL TRAUMA

The filing calls this plan THE PRIORITY CENTER 403(B) PLAN.

THE PRIORITY CENTER, ENDING THE CYCLE OF GENERATIONAL TRAUMA of SANTA ANA, CA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by NATIONWIDE LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0013237 · plan 001 · plan year 2025, filed Apr 15, 2026

Participants at the start of the year
202
Contracts on file
1
Contract value
$491,179
Plan year end
June

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NATIONWIDE LIFE INSURANCE COMPANY.

The contracts held $491,179 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC197June$491,179$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

TRANSAMERICA FINANCIAL ADVISORS INC
Named on Schedule C · EIN 59-2476008
$0
paid directly by the plan
NATIONWIDE
Named on Schedule C · EIN 31-4156830
$3,069
paid directly by the plan
NATIONWIDE
Named on Schedule C · EIN 31-4177100
$2,040
paid directly by the plan
NATIONWIDE LIFE INSURANCE COMPANY
Named on Schedule C · EIN 31-4156830
$1,444
paid directly by the plan
TRANSAMERICA FINANCIAL ADVISORS INC
Named on Schedule C · EIN 59-2476008
$0
paid directly by the plan
PROACCOUNT
Named on Schedule C · EIN 73-0988442
$315
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$2,449,334
Paid out in benefits
$504,617
Participants at the start of the year
202
Participants with account balances
169

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 27-1110267
GRUBER AND LOPEZ, INC.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in California — largest plans, brokers, carriers and renewal months.