Charles Stewart Mott Foundation Tax Deferred Savings Plan — Form 5500 plan (C.S. Mott 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, Charles Stewart Mott Foundation Tax Deferred Savings Plan is a benefit plan reported by C.S. Mott Foundation under EIN 38-1211227 and plan number 002. The latest loaded filing year is 2023. The filing reports 118 participants and $44,761,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.S. Mott Foundation
- EIN
- 38-1211227
- Plan number
- 002
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $44,761,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20240926102420NAL0000332387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,761,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,761,492
- Net assets (BOY)
- $37,094,826
Income & contributions
- Employer contributions
- $233,083
- Participant contributions
- $1,081,216
- Total contributions
- $1,732,382
- Total income / additions
- $8,373,126
Expenses & distributions
- Benefits paid
- $701,658
- Administrative expenses
- $4,802
- Total expenses
- $706,460
- Net increase / (decrease)
- $7,666,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $5,122 | $0 | 2023 |