The Change Company Cdfi LLC 401(K) Plan — Form 5500 plan (The Change Company Cdfi LLC)
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 Change Company Cdfi LLC 401(K) Plan is a benefit plan reported by The Change Company Cdfi LLC under EIN 20-1938893 and plan number 001. The latest loaded filing year is 2023. The filing reports 794 participants and $29,398,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Change Company Cdfi LLC
- EIN
- 20-1938893
- Plan number
- 001
- Plan type
- 2
- Location
- Anaheim, CA
- Latest filing year
- 2023
- Participants
- 794
- End-of-year plan assets
- $29,398,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20241011101819NAL0043930626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,398,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,398,301
- Net assets (BOY)
- $26,608,505
Income & contributions
- Employer contributions
- $1,076,447
- Participant contributions
- $3,729,878
- Total contributions
- $5,980,286
- Total income / additions
- $10,113,696
Expenses & distributions
- Benefits paid
- $7,242,503
- Administrative expenses
- $59,268
- Total expenses
- $7,323,900
- Net increase / (decrease)
- $2,789,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,268 | $0 | 2023 |