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, 403(B) Thrift Plan For Employees Of Change, Incorporated is a benefit plan reported by Change, Incorporated under EIN 55-0629135 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $5,941,305 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,941,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,941,305
- Net assets (BOY)
- $4,897,960
Income & contributions
- Employer contributions
- $185,647
- Participant contributions
- $419,008
- Total contributions
- $613,618
- Total income / additions
- $1,433,487
Expenses & distributions
- Benefits paid
- $389,345
- Administrative expenses
- $797
- Total expenses
- $390,142
- Net increase / (decrease)
- $1,043,345