2023 Form 5500 filing — The Legal Aid Society Of Cleveland Retirement 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 20240930104836NAL0002567763001) for The Legal Aid Society Of Cleveland Retirement Savings Plan, reported by The Legal Aid Society Of Cleveland under EIN 34-0866026 and plan number 001. It reports 192 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)$23.2MReported net assets$23,177,086
Participants192
Provider compensation$73.6K2 Schedule C row(s)$73,594
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930104836NAL0002567763001
Plan sponsor
The Legal Aid Society Of Cleveland
EIN
34-0866026
Plan number
001
Location
Cleveland, OH
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)$23.2M total assets
Net assets$23.2MLiabilities
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$1.1M
Participant$891K
Full reported line items
Total assets (EOY)
$23,177,086
Net assets (EOY)
$23,177,086
Employer contributions
$1,148,439
Participant contributions
$891,001
Total income / additions
$4,747,555
Benefits paid
$1,220,217
Administrative expenses
$48,805
Total expenses
$1,269,022
Net increase / (decrease)
$3,478,533
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $48.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $24.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930104836NAL0002567763001 cover?
It is the 2023 Form 5500 filing for The Legal Aid Society Of Cleveland Retirement Savings Plan, reported by The Legal Aid Society Of Cleveland (EIN 34-0866026).
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