2023 Form 5500 filing — College Success Foundation 403(B) Dc 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 20241015180640NAL0015220979005) for College Success Foundation 403(B) Dc Plan, reported by College Success Foundation under EIN 91-2036088 and plan number 001. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180640NAL0015220979005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- College Success Foundation
- EIN
- 91-2036088
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,140,143
- Net assets (EOY)
- $14,140,143
- Employer contributions
- $493,884
- Participant contributions
- $721,807
- Total income / additions
- $3,130,549
- Benefits paid
- $723,565
- Administrative expenses
- $37,707
- Total expenses
- $761,272
- Net increase / (decrease)
- $2,369,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $20,837 | $0 |
| Gallagher Fiduciary Services LLC | NONE | $20,401 | not reported in the loaded dataset |