2023 Form 5500 filing — Close Up Foundation 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 20241010184909NAL0020725729001) for Close Up Foundation 403(B) Retirement Plan, reported by Close Up Foundation under EIN 23-7122882 and plan number 001. It reports 214 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)$8.8MReported net assets$8,833,339

Participants214

Provider compensation$39.1K4 Schedule C row(s)$39,109

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010184909NAL0020725729001
Plan sponsor: Close Up Foundation
EIN: 23-7122882
Plan number: 001
Location: Arlington, VA
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)$8.8M total assets

Net assets$8.8MLiabilities$0

Money in vs. money out

Total income / additions$1.8M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$90K

Participant$339.5K

Full reported line items

Total assets (EOY): $8,833,339
Total liabilities (EOY): $0
Net assets (EOY): $8,833,339
Employer contributions: $90,000
Participant contributions: $339,492
Total income / additions: $1,824,080
Benefits paid: $1,281,048
Administrative expenses: $41,331
Total expenses: $1,322,379
Net increase / (decrease): $501,701

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$30.4K
RECORDKEEPER · Direct $30.4K · Indirect $0
2
Cbiz Investment Advisory Services L$7K
INVESTMENT ADVISOR · Direct $7K · Indirect $0
3
Cbiz Benefits & Ins Services Inc$1.5K
CONTRACT ADMIN · Direct $1.5K · Indirect $0
4
Voya Retirement Insurance And Annui$200
RECORDKEEPER · Direct $200 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010184909NAL0020725729001 cover?: It is the 2023 Form 5500 filing for Close Up Foundation 403(B) Retirement Plan, reported by Close Up Foundation (EIN 23-7122882).
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).