2023 Form 5500 filing — Collaborative For Children 403(B) 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 20241002094638NAL0014072240001) for Collaborative For Children 403(B) Retirement Savings Plan, reported by Collaborative For Children under EIN 76-0228065 and plan number 001. It reports 157 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)$2.8MReported net assets$2,755,024
Participants157
Provider compensation$17.8K3 Schedule C row(s)$17,810
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002094638NAL0014072240001
Plan sponsor
Collaborative For Children
EIN
76-0228065
Plan number
001
Location
Houston, TX
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$727.5K
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$123.6K
Participant$183.2K
Full reported line items
Total assets (EOY)
$2,755,024
Total liabilities (EOY)
$0
Net assets (EOY)
$2,755,024
Employer contributions
$123,567
Participant contributions
$183,183
Total income / additions
$727,457
Benefits paid
$1,093,063
Administrative expenses
$9,118
Total expenses
$1,102,181
Net increase / (decrease)
-$374,724
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPING · Direct $13.7K · Indirect $0
  2. 2
    LOAN & DISTRIBUTION FEE · Direct $4.1K · Indirect $0
  3. 3
    AFCA ADMIN. FEE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002094638NAL0014072240001 cover?
It is the 2023 Form 5500 filing for Collaborative For Children 403(B) Retirement Savings Plan, reported by Collaborative For Children (EIN 76-0228065).
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