2023 Form 5500 filing — Casey Family Programs 403(B) Plan

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 20240912115211NAL0018828786001) for Casey Family Programs 403(B) Plan, reported by Casey Family Programs under EIN 91-0793881 and plan number 002. It reports 660 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)$57.4MReported net assets$57,392,752
Participants660
Provider compensation$7.3K2 Schedule C row(s)$7,265
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912115211NAL0018828786001
Plan sponsor
Casey Family Programs
EIN
91-0793881
Plan number
002
Location
Seattle, WA
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)$57.4M total assets
Net assets$57.4MLiabilities
Money in vs. money out
Total income / additions$12.2M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
EmployerNot reported
Participant$3.7M
Full reported line items
Total assets (EOY)
$57,392,752
Net assets (EOY)
$57,392,752
Participant contributions
$3,710,027
Total income / additions
$12,246,424
Benefits paid
$4,399,177
Administrative expenses
$7,265
Total expenses
$4,406,442
Net increase / (decrease)
$7,839,982
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $7.3K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912115211NAL0018828786001 cover?
It is the 2023 Form 5500 filing for Casey Family Programs 403(B) Plan, reported by Casey Family Programs (EIN 91-0793881).
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).

Related Form 5500 pages