Tax Deferred Annuity Plan Of United Cerebral Palsy Of Queens Dba Queens Centers For Progress — Form 5500 plan (United Cerebral Palsy Of Queens Dba Queens Centers For Progress)

Plain-English plan 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, Tax Deferred Annuity Plan Of United Cerebral Palsy Of Queens Dba Queens Centers For Progress is a benefit plan reported by United Cerebral Palsy Of Queens Dba Queens Centers For Progress under EIN 11-1665821 and plan number 003. The latest loaded filing year is 2023. The filing reports 224 participants and $20,795,224 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.8MPlan net assets, end of year$20,795,224
Participants224Covered participants reported
Assets / participant$92.8KComputed: assets ÷ participants$92,836 (computed)
Provider compensation$1.4K1 Schedule C provider row(s)$1,385
Plan sponsor
United Cerebral Palsy Of Queens Dba Queens Centers For Progress
EIN
11-1665821
Plan number
003
Plan type
2
Location
Jamaica, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    224 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$20,795,224
Total liabilities (EOY)
$0
Net assets (EOY)
$20,795,224
Net assets (BOY)
$19,365,878

Income & contributions

Employer contributions
$0
Participant contributions
$635,737
Total contributions
$635,737
Total income / additions
$2,646,924

Expenses & distributions

Benefits paid
$1,215,094
Administrative expenses
$2,484
Total expenses
$1,217,578
Net increase / (decrease)
$1,429,346
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $1.4K · Indirect $0

Related Form 5500 pages