2023 Form 5500 filing — Charles Stewart Mott Foundation Tax Deferred Savings 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 20240926102420NAL0000332387001) for Charles Stewart Mott Foundation Tax Deferred Savings Plan, reported by C.S. Mott Foundation under EIN 38-1211227 and plan number 002. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926102420NAL0000332387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.S. Mott Foundation
- EIN
- 38-1211227
- Plan number
- 002
- Location
- Flint, MI
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,761,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,761,492
- Employer contributions
- $233,083
- Participant contributions
- $1,081,216
- Total income / additions
- $8,373,126
- Benefits paid
- $701,658
- Administrative expenses
- $4,802
- Total expenses
- $706,460
- Net increase / (decrease)
- $7,666,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $5,122 | $0 |