Who sponsors the Center For Social Change, Inc. Safe Harbor 401(K) Plan?

Center For Social Change, Inc. Safe Harbor 401(K) Plan is reported as sponsored by Center For Social Change, Inc. (EIN 52-1842864, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Center For Social Change, Inc. Safe Harbor 401(K) Plan?

The latest Form 5500 filing year loaded for Center For Social Change, Inc. Safe Harbor 401(K) Plan is 2023.

How many participants does Center For Social Change, Inc. Safe Harbor 401(K) Plan report?

Center For Social Change, Inc. Safe Harbor 401(K) Plan reports 337 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Center For Social Change, Inc. Safe Harbor 401(K) Plan?

Center For Social Change, Inc. Safe Harbor 401(K) Plan reports $3,547,810 in end-of-year plan assets in its latest loaded Form 5500 filing.

Center For Social Change, Inc. Safe Harbor 401(K) Plan — Form 5500 plan (Center For Social Change, 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, Center For Social Change, Inc. Safe Harbor 401(K) Plan is a benefit plan reported by Center For Social Change, Inc. under EIN 52-1842864 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $3,547,810 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,547,810

Participants337Covered participants reported

Assets / participant$10.5KComputed: assets ÷ participants$10,528 (computed)

Provider compensation$23K3 Schedule C provider row(s)$23,012

Plan sponsor: Center For Social Change, Inc.
EIN: 52-1842864
Plan number: 001
Plan type: 2
Location: Elkridge, MD
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	337	H, C	20241002060225NAL0007928113001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.5M total assets

Net assets$3.5MLiabilities$0

Money in vs. money out

Total income / additions$1.4M

Total expenses$684.5K

Benefits paid / distributions$650.8K

Contributions

Employer$293.8K

Participant$600.7K

Full reported line items

Net assets

Total assets (EOY): $3,547,810
Total liabilities (EOY): $0
Net assets (EOY): $3,547,810
Net assets (BOY): $2,859,075

Income & contributions

Employer contributions: $293,813
Participant contributions: $600,694
Total contributions: $897,148
Total income / additions: $1,373,261

Expenses & distributions

Benefits paid: $650,817
Administrative expenses: $23,013
Total expenses: $684,526
Net increase / (decrease): $688,735

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

33%67%

Employer 33%Participant 67%

Total expenses ÷ net assets19%Computed ratio

Benefits paid ÷ total income47%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Adp, Inc.	RECORD KEEPER	$23,012	$0	2023
Adp Broker-Dealer	RECORD KEEPER	$0	$0	2023
Robert W. Baird And Co Incorporated	ADVISOR	$0	$0	2023