2023 Form 5500 filing — United Cerebral Palsy Heartland Employee 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 20250410104224NAL0040803058001) for United Cerebral Palsy Heartland Employee Retirement Plan, reported by United Cerebral Palsy Heartland under EIN 44-0579903 and plan number 111. It reports 419 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)$7.1MReported net assets$7,075,500
Participants419
Provider compensation$28.9K1 Schedule C row(s)$28,913
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250410104224NAL0040803058001
Plan sponsor
United Cerebral Palsy Heartland
EIN
44-0579903
Plan number
111
Location
Berkeley, MO
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$339.5K
Benefits paid / distributions$309.8K
Contributions
Employer$383.5K
Participant$247.4K
Full reported line items
Total assets (EOY)
$7,075,500
Total liabilities (EOY)
$0
Net assets (EOY)
$7,075,500
Employer contributions
$383,548
Participant contributions
$247,392
Total income / additions
$1,351,392
Benefits paid
$309,774
Administrative expenses
$29,718
Total expenses
$339,492
Net increase / (decrease)
$1,011,900
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $28.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250410104224NAL0040803058001 cover?
It is the 2023 Form 5500 filing for United Cerebral Palsy Heartland Employee Retirement Plan, reported by United Cerebral Palsy Heartland (EIN 44-0579903).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages