The Carnegie Foundation For The Advancement Of Teaching Dc Plan — Form 5500 plan (The Carnegie Foundation For The Advancement Of Teaching)
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, The Carnegie Foundation For The Advancement Of Teaching Dc Plan is a benefit plan reported by The Carnegie Foundation For The Advancement Of Teaching under EIN 13-1623924 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $41,546,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Carnegie Foundation For The Advancement Of Teaching
- EIN
- 13-1623924
- Plan number
- 001
- Plan type
- 2
- Location
- Stanford, CA
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $41,546,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20250415170452NAL0007027906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,546,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,546,661
- Net assets (BOY)
- $35,357,927
Income & contributions
- Employer contributions
- $690,621
- Participant contributions
- $680,100
- Total contributions
- $3,697,629
- Total income / additions
- $9,121,791
Expenses & distributions
- Benefits paid
- $2,867,654
- Administrative expenses
- $65,403
- Total expenses
- $2,933,057
- Net increase / (decrease)
- $6,188,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Multnomah Group, Inc. | ADVISOR | $31,710 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $29,321 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $2,824 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Carnegie Foundation For The Advancement Of Teaching
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stanford, CA
- Multnomah Group, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation