2023 Form 5500 filing — Center For Employment Opportunities Tax Sheltered Annuity 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 20241008143141NAL0028941904001) for Center For Employment Opportunities Tax Sheltered Annuity Plan, reported by Center For Employment Opportunities under EIN 13-3843322 and plan number 002. It reports 989 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143141NAL0028941904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Center For Employment Opportunities
- EIN
- 13-3843322
- Plan number
- 002
- Location
- New York, NY
- Participants
- 989
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,643,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,643,849
- Employer contributions
- $589,490
- Participant contributions
- $1,370,403
- Total income / additions
- $3,287,620
- Benefits paid
- $1,105,024
- Administrative expenses
- $12,128
- Total expenses
- $1,117,152
- Net increase / (decrease)
- $2,170,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,128 | $0 |
| Rockefeller Capital Management | OTHER SERVICES | $0 | $9,578 |