2023 Form 5500 filing — Chinatown Cdc 403(B) 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 20240731113814NAL0033847264001) for Chinatown Cdc 403(B) Plan, reported by Chinatown Community Development Center under EIN 94-2514053 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731113814NAL0033847264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chinatown Community Development Center
- EIN
- 94-2514053
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,596,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,596,549
- Employer contributions
- $344,310
- Participant contributions
- $1,202,644
- Total income / additions
- $3,901,902
- Benefits paid
- $179,747
- Administrative expenses
- $85,435
- Total expenses
- $265,182
- Net increase / (decrease)
- $3,636,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Financial Services | RECORDKEEPER | $49,126 | $258 |
| Global Retirement Partners LLC | ADVISOR | $35,112 | not reported in the loaded dataset |
| Nesa Plan Consultants | CONSULTANT | $1,225 | $6,783 |