Vanguard Charitable Endowment Program Money Purchase Pension Plan — Form 5500 plan (Vanguard Charitable Endowment Program)
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, Vanguard Charitable Endowment Program Money Purchase Pension Plan is a benefit plan reported by Vanguard Charitable Endowment Program under EIN 23-2888152 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $11,527,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vanguard Charitable Endowment Program
- EIN
- 23-2888152
- Plan number
- 001
- Plan type
- 2
- Location
- Southeastern, PA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $11,527,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20250122153308NAL0003014963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,527,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,527,412
- Net assets (BOY)
- $9,231,553
Income & contributions
- Employer contributions
- $1,506,911
- Total contributions
- $1,506,911
- Total income / additions
- $3,099,583
Expenses & distributions
- Benefits paid
- $790,049
- Administrative expenses
- $13,675
- Total expenses
- $803,724
- Net increase / (decrease)
- $2,295,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $13,675 | $0 | 2023 |