2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of United Cerebral Palsy Of Rhode Island, Inc.

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 20241015132955NAL0057839730001) for 403(B) Thrift Plan For Employees Of United Cerebral Palsy Of Rhode Island, Inc., reported by United Cerebral Palsy Of Rhode under EIN 05-0285815 and plan number 001. It reports 208 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)$2.1MReported net assets$2,110,019
Participants208
Provider compensation$7001 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132955NAL0057839730001
Plan sponsor
United Cerebral Palsy Of Rhode
EIN
05-0285815
Plan number
001
Location
Pawtucket, RI
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$460.3K
Total expenses$422.2K
Benefits paid / distributions$421.5K
Contributions
Employer$0
Participant$168.9K
Full reported line items
Total assets (EOY)
$2,110,019
Total liabilities (EOY)
$0
Net assets (EOY)
$2,110,019
Employer contributions
$0
Participant contributions
$168,862
Total income / additions
$460,286
Benefits paid
$421,456
Administrative expenses
$700
Total expenses
$422,156
Net increase / (decrease)
$38,130
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $700 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132955NAL0057839730001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of United Cerebral Palsy Of Rhode Island, Inc., reported by United Cerebral Palsy Of Rhode (EIN 05-0285815).
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).

Related Form 5500 pages