2023 Form 5500 filing — Tax Deferred Annuity Plan Of United Cerebral Palsy Of Queens Dba Queens Centers For Progress

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 20241015115709NAL0047710048001) for Tax Deferred Annuity Plan Of United Cerebral Palsy Of Queens Dba Queens Centers For Progress, reported by United Cerebral Palsy Of Queens Dba Queens Centers For Progress under EIN 11-1665821 and plan number 003. It reports 224 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)$20.8MReported net assets$20,795,224

Participants224

Provider compensation$1.4K1 Schedule C row(s)$1,385

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015115709NAL0047710048001
Plan sponsor: United Cerebral Palsy Of Queens Dba Queens Centers For Progress
EIN: 11-1665821
Plan number: 003
Location: Jamaica, 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)$20.8M total assets

Net assets$20.8MLiabilities$0

Money in vs. money out

Total income / additions$2.6M

Total expenses$1.2M

Benefits paid / distributions$1.2M

Contributions

Employer$0

Participant$635.7K

Full reported line items

Total assets (EOY): $20,795,224
Total liabilities (EOY): $0
Net assets (EOY): $20,795,224
Employer contributions: $0
Participant contributions: $635,737
Total income / additions: $2,646,924
Benefits paid: $1,215,094
Administrative expenses: $2,484
Total expenses: $1,217,578
Net increase / (decrease): $1,429,346

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$1.4K
RECORDKEEPER · Direct $1.4K · Indirect $0