2023 Form 5500 filing — The Chautauqua Center Inc. 403(B) Retirement 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 20241002161014NAL0015570944001) for The Chautauqua Center Inc. 403(B) Retirement Plan, reported by The Chautauqua Center Inc. under EIN 27-3512018 and plan number 001. It reports 232 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)$4.1MReported net assets$4,081,833
Participants232
Provider compensation$39.5K2 Schedule C row(s)$39,528
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002161014NAL0015570944001
- Plan sponsor
- The Chautauqua Center Inc.
- EIN
- 27-3512018
- Plan number
- 001
- Location
- Dunkirk, NY
- 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)$4.1M total assets
Net assets$4.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,081,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,081,833
- Employer contributions
- $206,440
- Participant contributions
- $913,542
- Total income / additions
- $1,750,154
- Benefits paid
- $304,555
- Administrative expenses
- $40,543
- Total expenses
- $345,098
- Net increase / (decrease)
- $1,405,056
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Administrative Srvcs | CONTRACT ADMINISTRATOR | $26,453 | $0 |
| Equitable Advisors, LLC | NONE | $13,075 | $0 |