The Chautauqua Center Inc. 403(B) Retirement Plan — Form 5500 plan (The Chautauqua Center Inc.)
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 Chautauqua Center Inc. 403(B) Retirement Plan is a benefit plan reported by The Chautauqua Center Inc. under EIN 27-3512018 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $4,081,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Chautauqua Center Inc.
- EIN
- 27-3512018
- Plan number
- 001
- Plan type
- 2
- Location
- Dunkirk, NY
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $4,081,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241002161014NAL0015570944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,081,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,081,833
- Net assets (BOY)
- $2,676,777
Income & contributions
- Employer contributions
- $206,440
- Participant contributions
- $913,542
- Total contributions
- $1,228,552
- Total income / additions
- $1,750,154
Expenses & distributions
- Benefits paid
- $304,555
- Administrative expenses
- $40,543
- Total expenses
- $345,098
- Net increase / (decrease)
- $1,405,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Administrative Srvcs | CONTRACT ADMINISTRATOR | $26,453 | $0 | 2023 |
| Equitable Advisors, LLC | NONE | $13,075 | $0 | 2023 |