2023 Form 5500 filing — Zero To Three National Center For Infants Toddlers And Families 403b 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 20240930192740NAL0002845427001) for Zero To Three National Center For Infants Toddlers And Families 403b Plan, reported by Zero To Three National Center For Infants Toddlers And Families under EIN 52-1105189 and plan number 001. It reports 373 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)$39.4MReported net assets$39,362,563

Participants373

Provider compensation$56.9K2 Schedule C row(s)$56,892

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240930192740NAL0002845427001
Plan sponsor: Zero To Three National Center For Infants Toddlers And Families
EIN: 52-1105189
Plan number: 001
Location: Washington, DC
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)$39.4M total assets

Net assets$39.4MLiabilities—

Money in vs. money out

Total income / additions$8.7M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$1.2M

Participant$1.7M

Full reported line items

Total assets (EOY): $39,362,563
Net assets (EOY): $39,362,563
Employer contributions: $1,158,720
Participant contributions: $1,654,911
Total income / additions: $8,746,987
Benefits paid: $1,116,034
Administrative expenses: $30,047
Total expenses: $1,146,081
Net increase / (decrease): $7,600,906

Schedule C

Reported service provider compensation

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

1
Tiaa$31.9K
Direct $31.9K · Indirect $0
2
Fiducient Advisors, LLC$25K
Direct $25K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930192740NAL0002845427001 cover?: It is the 2023 Form 5500 filing for Zero To Three National Center For Infants Toddlers And Families 403b Plan, reported by Zero To Three National Center For Infants Toddlers And Families (EIN 52-1105189).
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).