California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan — Form 5500 plan (California State University, Long Beach Research 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, California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan is a benefit plan reported by California State University, Long Beach Research Foundation under EIN 95-6106694 and plan number 005. The latest loaded filing year is 2023. The filing reports 414 participants and $29,200,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California State University, Long Beach Research Foundation
- EIN
- 95-6106694
- Plan number
- 005
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $29,200,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,200,469
- Net assets (BOY)
- $25,061,146
Income & contributions
- Employer contributions
- $766,527
- Participant contributions
- $414,025
- Total contributions
- $1,249,907
- Total income / additions
- $5,449,374
Expenses & distributions
- Benefits paid
- $1,288,260
- Administrative expenses
- $21,791
- Total expenses
- $1,310,051
- Net increase / (decrease)
- $4,139,323
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1