2023 Form 5500 filing — Progress Foundation 403(B) 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 20250409121456NAL0019787697001) for Progress Foundation 403(B) Retirement Plan, reported by Progress Foundation under EIN 94-1716828 and plan number 001. It reports 557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409121456NAL0019787697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Progress Foundation
- EIN
- 94-1716828
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,927,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,927,038
- Employer contributions
- $270,019
- Participant contributions
- $382,467
- Total income / additions
- $2,131,949
- Benefits paid
- $236,646
- Administrative expenses
- $15,513
- Total expenses
- $252,159
- Net increase / (decrease)
- $1,879,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVEESTMENT CUSTODIAN | $20,980 | $0 |
| Cambridge Investment Research Adv | ADVISOR | $13,050 | not reported in the loaded dataset |