2023 Form 5500 filing — Certified Financial Planner Board Of Standards 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 20241009161329NAL0018722769001) for Certified Financial Planner Board Of Standards 401(K) Plan, reported by Certified Financial Planner Board Of Standards Center For Financial Pl under EIN 74-2385850 and plan number 001. It reports 152 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)$17.7MReported net assets$17,738,360

Participants152

Provider compensation$1751 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009161329NAL0018722769001
Plan sponsor: Certified Financial Planner Board Of Standards Center For Financial Pl
EIN: 74-2385850
Plan number: 001
Location: Washington, DC
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)$17.7M total assets

Net assets$17.7MLiabilities$0

Money in vs. money out

Total income / additions$5.1M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$835.4K

Participant$1.2M

Full reported line items

Total assets (EOY): $17,738,360
Total liabilities (EOY): $0
Net assets (EOY): $17,738,360
Employer contributions: $835,390
Participant contributions: $1,244,984
Total income / additions: $5,056,506
Benefits paid: $1,721,152
Administrative expenses: $175
Total expenses: $1,721,327
Net increase / (decrease): $3,335,179

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$175
RECORDKEEPER · Direct $175 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009161329NAL0018722769001 cover?: It is the 2023 Form 5500 filing for Certified Financial Planner Board Of Standards 401(K) Plan, reported by Certified Financial Planner Board Of Standards Center For Financial Pl (EIN 74-2385850).
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).