2023 Form 5500 filing — The Cleveland Foundation 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 20241007135502NAL0007650499003) for The Cleveland Foundation Retirement Plan, reported by The Cleveland Foundation under EIN 34-0714588 and plan number 001. It reports 118 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)$24MReported net assets$24,046,619
Participants118
Provider compensation$106.4K3 Schedule C row(s)$106,385
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007135502NAL0007650499003
- Plan sponsor
- The Cleveland Foundation
- EIN
- 34-0714588
- Plan number
- 001
- Location
- Cleveland, OH
- 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)$24M total assets
Net assets$24MLiabilities—
Full reported line items
- Total assets (EOY)
- $24,046,619
- Net assets (EOY)
- $24,046,619
- Employer contributions
- $788,933
- Participant contributions
- $905,897
- Total income / additions
- $5,531,728
- Benefits paid
- $1,949,157
- Administrative expenses
- $106,385
- Total expenses
- $2,055,542
- Net increase / (decrease)
- $3,476,186
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,046 | $0 |
| Peak Wealth Solutions | INVESTMENT ADVISOR | $47,099 | not reported in the loaded dataset |
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $240 | $0 |