2023 Form 5500 filing — Clf 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 20241007104507NAL0008798579002) for Clf Retirement Plan, reported by Conservation Law Foundation, Inc. under EIN 04-6149986 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007104507NAL0008798579002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conservation Law Foundation, Inc.
- EIN
- 04-6149986
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,353,907
- Net assets (EOY)
- $14,353,907
- Employer contributions
- $417,580
- Participant contributions
- $1,151,741
- Total income / additions
- $4,007,610
- Benefits paid
- $2,026,705
- Administrative expenses
- $42,343
- Total expenses
- $2,069,048
- Net increase / (decrease)
- $1,938,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpw Solutions LLC | TPA/ADVISOR | $17,241 | $0 |
| Nationwide | RECORD KEEPER | $13,026 | $0 |
| Global Retirement Partners LLC | ADVISOR | $11,590 | $0 |
| Fidelity | RECORD KEEPER | $495 | $0 |