2023 Form 5500 filing — The Center 401(K) 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 20241002113911NAL0008207697001) for The Center 401(K) Plan, reported by The Center under EIN 93-1261079 and plan number 005. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002113911NAL0008207697001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Center
- EIN
- 93-1261079
- Plan number
- 005
- Location
- Bend, OR
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,595,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,595,415
- Employer contributions
- $1,273,584
- Participant contributions
- $1,856,109
- Total income / additions
- $10,432,809
- Benefits paid
- $2,197,798
- Administrative expenses
- $106,325
- Total expenses
- $2,339,417
- Net increase / (decrease)
- $8,093,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Human Investing | ADVISOR | $65,809 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $40,516 | $0 |