2023 Form 5500 filing — Nat'L Foundation For The Centers For Disease Control/Prevention Inc Defined Contribution 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 20241223101302NAL0004890531001) for Nat'L Foundation For The Centers For Disease Control/Prevention Inc Defined Contribution Retirement Plan, reported by National Foundation For The Cdc, Inc. under EIN 58-2106707 and plan number 001. It reports 2,420 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)$56.3MReported net assets$56,302,244
Participants2.4K2,420
Provider compensation$123.4K2 Schedule C row(s)$123,421
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241223101302NAL0004890531001
Plan sponsor
National Foundation For The Cdc, Inc.
EIN
58-2106707
Plan number
001
Location
Atlanta, GA
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)$56.4M total assets
Net assets$56.3MLiabilities$66.9K
Money in vs. money out
Total income / additions$19.7M
Total expenses$6.5M
Benefits paid / distributions$6.4M
Contributions
Employer$6.7M
Participant$3.9M
Full reported line items
Total assets (EOY)
$56,369,128
Total liabilities (EOY)
$66,884
Net assets (EOY)
$56,302,244
Employer contributions
$6,714,119
Participant contributions
$3,899,062
Total income / additions
$19,668,962
Benefits paid
$6,397,833
Administrative expenses
$118,621
Total expenses
$6,541,653
Net increase / (decrease)
$13,127,309
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$95.7K
    RECORDKEEPER · Direct $95.7K · Indirect $0
  2. 2
    ADVISOR · Direct $27.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241223101302NAL0004890531001 cover?
It is the 2023 Form 5500 filing for Nat'L Foundation For The Centers For Disease Control/Prevention Inc Defined Contribution Retirement Plan, reported by National Foundation For The Cdc, Inc. (EIN 58-2106707).
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