2023 Form 5500 filing — Chesapeake Bay Foundation, Inc. 403(B) 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 20241013152413NAL0049566962001) for Chesapeake Bay Foundation, Inc. 403(B) Plan, reported by Chesapeake Bay Foundation, Inc. under EIN 52-6065757 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013152413NAL0049566962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chesapeake Bay Foundation, Inc.
- EIN
- 52-6065757
- Plan number
- 001
- Location
- Annapolis, MD
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,406,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,406,083
- Employer contributions
- $556,285
- Participant contributions
- $1,092,225
- Total income / additions
- $7,604,646
- Benefits paid
- $3,957,132
- Administrative expenses
- $53,487
- Total expenses
- $4,010,619
- Net increase / (decrease)
- $3,594,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | CONTRACT ADMINISTRATOR | $41,262 | $0 |
| Cornerstone Advisors Asset Mgmt. | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset |