2023 Form 5500 filing — The Center For Discovery 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 20241008140432NAL0008434803001) for The Center For Discovery Retirement Plan, reported by The Center For Discovery, Inc. under EIN 14-1395426 and plan number 001. It reports 2,138 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)$68.6MReported net assets$68,615,867
Participants2.1K2,138
Provider compensation$157.8K3 Schedule C row(s)$157,808
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008140432NAL0008434803001
Plan sponsor
The Center For Discovery, Inc.
EIN
14-1395426
Plan number
001
Location
Harris, NY
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)$68.6M total assets
Net assets$68.6MLiabilities
Money in vs. money out
Total income / additions$14.8M
Total expenses$4.3M
Benefits paid / distributions$4.1M
Contributions
Employer$934K
Participant$3.3M
Full reported line items
Total assets (EOY)
$68,615,867
Net assets (EOY)
$68,615,867
Employer contributions
$934,033
Participant contributions
$3,317,569
Total income / additions
$14,783,323
Benefits paid
$4,141,289
Administrative expenses
$157,808
Total expenses
$4,314,696
Net increase / (decrease)
$10,468,627
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $141.7K · Indirect $0
  2. 2
    CONSULTANT · Direct $16.1K
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008140432NAL0008434803001 cover?
It is the 2023 Form 5500 filing for The Center For Discovery Retirement Plan, reported by The Center For Discovery, Inc. (EIN 14-1395426).
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).

Related Form 5500 pages