2023 Form 5500 filing — The 403(B) Thrift Plan For Canine Companions For Independence, Inc.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829162213NAL0006591859001) for The 403(B) Thrift Plan For Canine Companions For Independence, Inc., reported by Canine Companions For Independence, Inc. under EIN 94-2494324 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.4MReported net assets$22,444,182

Participants419

Provider compensation$42.5K2 Schedule C row(s)$42,477

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240829162213NAL0006591859001
Plan sponsor: Canine Companions For Independence, Inc.
EIN: 94-2494324
Plan number: 001
Location: Santa Rosa, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22.4M total assets

Net assets$22.4MLiabilities$0

Money in vs. money out

Total income / additions$5.9M

Total expenses$2.3M

Benefits paid / distributions$2.3M

Contributions

Employer$806.2K

Participant$1.4M

Full reported line items

Total assets (EOY): $22,444,182
Total liabilities (EOY): $0
Net assets (EOY): $22,444,182
Employer contributions: $806,212
Participant contributions: $1,390,415
Total income / additions: $5,864,952
Benefits paid: $2,301,220
Administrative expenses: $42,477
Total expenses: $2,343,697
Net increase / (decrease): $3,521,255

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$40.2K
RECORDKEEPER · Direct $40.2K · Indirect $0
2
Empower Advisory Group, LLC$2.2K
INVESTMENT MGMT · Direct $2.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829162213NAL0006591859001 cover?: It is the 2023 Form 5500 filing for The 403(B) Thrift Plan For Canine Companions For Independence, Inc., reported by Canine Companions For Independence, Inc. (EIN 94-2494324).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).