2023 Form 5500 filing — Cfa Institute 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 20241015125948NAL0056259922001) for Cfa Institute 401(K) Plan, reported by Cfa Institute under EIN 54-1386480 and plan number 002. It reports 742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125948NAL0056259922001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cfa Institute
- EIN
- 54-1386480
- Plan number
- 002
- Location
- Charlottesville, VA
- Participants
- 742
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $216,472,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $216,472,298
- Employer contributions
- $6,956,750
- Participant contributions
- $4,559,932
- Total income / additions
- $45,161,294
- Benefits paid
- $11,167,626
- Administrative expenses
- $46,189
- Total expenses
- $11,213,815
- Net increase / (decrease)
- $33,947,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $44,039 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $3,630 | $0 |