2023 Form 5500 filing — College Foundation, Inc. Post Retirement Benefit 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 20250414064438NAL0003034962001) for College Foundation, Inc. Post Retirement Benefit Plan, reported by College Foundation, Inc. under EIN 56-6046937 and plan number 503. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414064438NAL0003034962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- College Foundation, Inc.
- EIN
- 56-6046937
- Plan number
- 503
- Location
- Raleigh, NC
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,372,422
- Total liabilities (EOY)
- $7,064
- Net assets (EOY)
- $12,365,358
- Total income / additions
- $1,390,479
- Benefits paid
- $216,761
- Administrative expenses
- $21,390
- Total expenses
- $238,151
- Net increase / (decrease)
- $1,152,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fund Direct Advisors | not reported in the loaded dataset | $21,390 | not reported in the loaded dataset |