The Cleveland Foundation Retirement Plan — Form 5500 plan (The Cleveland Foundation)
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 Cleveland Foundation Retirement Plan is a benefit plan reported by The Cleveland Foundation under EIN 34-0714588 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $24,046,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cleveland Foundation
- EIN
- 34-0714588
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $24,046,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20241007135502NAL0007650499003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,046,619
- Net assets (EOY)
- $24,046,619
- Net assets (BOY)
- $20,570,433
Income & contributions
- Employer contributions
- $788,933
- Participant contributions
- $905,897
- Total contributions
- $1,702,432
- Total income / additions
- $5,531,728
Expenses & distributions
- Benefits paid
- $1,949,157
- Administrative expenses
- $106,385
- Total expenses
- $2,055,542
- Net increase / (decrease)
- $3,476,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,046 | $0 | 2023 |
| Peak Wealth Solutions | INVESTMENT ADVISOR | $47,099 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $240 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cleveland Foundation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Principal Life Insurance Company — Schedule C compensation
- Peak Wealth Solutions — Schedule C compensation
- Fidelity Investments Inst Oper Co — Schedule C compensation