2023 Form 5500 filing — California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724111013NAL0012878897001) for California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan, reported by California State University, Long Beach Research Foundation under EIN 95-6106694 and plan number 005. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29.2MReported net assets$29,200,469

Participants414

Provider compensation$21.8K1 Schedule C row(s)$21,785

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240724111013NAL0012878897001
Plan sponsor: California State University, Long Beach Research Foundation
EIN: 95-6106694
Plan number: 005
Location: Long Beach, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$29.2M total assets

Net assets$29.2MLiabilities$0

Money in vs. money out

Total income / additions$5.4M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$766.5K

Participant$414K

Full reported line items

Total assets (EOY): $29,200,469
Total liabilities (EOY): $0
Net assets (EOY): $29,200,469
Employer contributions: $766,527
Participant contributions: $414,025
Total income / additions: $5,449,374
Benefits paid: $1,288,260
Administrative expenses: $21,791
Total expenses: $1,310,051
Net increase / (decrease): $4,139,323

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Tiaa-Teachers Ins & Annuity Assoc$21.8K
NONE · Direct $21.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724111013NAL0012878897001 cover?: It is the 2023 Form 5500 filing for California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan, reported by California State University, Long Beach Research Foundation (EIN 95-6106694).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).