2023 Form 5500 filing — College Foundation, Inc. Defined Contribution 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 20250414102326NAL0000709075001) for College Foundation, Inc. Defined Contribution Retirement Plan, reported by College Foundation, Inc. under EIN 56-6046937 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414102326NAL0000709075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- College Foundation, Inc.
- EIN
- 56-6046937
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,698,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,698,006
- Employer contributions
- $473,248
- Participant contributions
- $948,742
- Total income / additions
- $5,571,827
- Benefits paid
- $2,072,942
- Administrative expenses
- $32,026
- Total expenses
- $2,143,359
- Net increase / (decrease)
- $3,428,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| College Foundation | PLAN ADMIN | $31,626 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $700 | $0 |