2023 Form 5500 filing — Chan Zuckerberg Initiative, LLC 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 20240830121644NAL0023835840001) for Chan Zuckerberg Initiative, LLC Retirement Plan, reported by Chan Zuckerberg Initiative, LLC under EIN 81-0903867 and plan number 001. It reports 814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830121644NAL0023835840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chan Zuckerberg Initiative, LLC
- EIN
- 81-0903867
- Plan number
- 001
- Location
- Redwood City, CA
- Participants
- 814
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,287,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,287,408
- Employer contributions
- $12,539,662
- Participant contributions
- $13,784,558
- Total income / additions
- $47,758,254
- Benefits paid
- $6,464,708
- Administrative expenses
- $5,304
- Total expenses
- $6,470,181
- Net increase / (decrease)
- $41,288,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $5,304 | $0 |