2023 Form 5500 filing — The Cleveland Foundation 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 20241007135502NAL0007650499003) for The Cleveland Foundation Retirement Plan, reported by The Cleveland Foundation under EIN 34-0714588 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007135502NAL0007650499003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cleveland Foundation
- EIN
- 34-0714588
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,046,619
- Net assets (EOY)
- $24,046,619
- Employer contributions
- $788,933
- Participant contributions
- $905,897
- Total income / additions
- $5,531,728
- Benefits paid
- $1,949,157
- Administrative expenses
- $106,385
- Total expenses
- $2,055,542
- Net increase / (decrease)
- $3,476,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,046 | $0 |
| Peak Wealth Solutions | INVESTMENT ADVISOR | $47,099 | not reported in the loaded dataset |
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $240 | $0 |