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, College Foundation, Inc. Defined Contribution Retirement Plan is a benefit plan reported by College Foundation, Inc. under EIN 56-6046937 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $36,698,006 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,698,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,698,006
- Net assets (BOY)
- $33,269,538
Income & contributions
- Employer contributions
- $473,248
- Participant contributions
- $948,742
- Total contributions
- $1,421,990
- Total income / additions
- $5,571,827
Expenses & distributions
- Benefits paid
- $2,072,942
- Administrative expenses
- $32,026
- Total expenses
- $2,143,359
- Net increase / (decrease)
- $3,428,468