2023 Form 5500 filing — Center For Social Change, Inc. Safe Harbor 401(K) 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 20241002060225NAL0007928113001) for Center For Social Change, Inc. Safe Harbor 401(K) Plan, reported by Center For Social Change, Inc. under EIN 52-1842864 and plan number 001. It reports 337 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)$3.5MReported net assets$3,547,810
Participants337
Provider compensation$23K3 Schedule C row(s)$23,012
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002060225NAL0007928113001
- Plan sponsor
- Center For Social Change, Inc.
- EIN
- 52-1842864
- Plan number
- 001
- Location
- Elkridge, MD
- Received date
- not reported in the loaded dataset
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,547,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,547,810
- Employer contributions
- $293,813
- Participant contributions
- $600,694
- Total income / additions
- $1,373,261
- Benefits paid
- $650,817
- Administrative expenses
- $23,013
- Total expenses
- $684,526
- Net increase / (decrease)
- $688,735
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $23,012 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Robert W. Baird And Co Incorporated | ADVISOR | $0 | $0 |