2023 Form 5500 filing — The Centers For Habilitation 403(B) 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 20250414100425NAL0002940400001) for The Centers For Habilitation 403(B) Plan, reported by The Centers For Habilitation under EIN 86-0217033 and plan number 001. It reports 559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,245,659
Participants559
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250414100425NAL0002940400001
Plan sponsor
The Centers For Habilitation
EIN
86-0217033
Plan number
001
Location
Tempe, AZ
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)$6.3M total assets
Net assets$6.2MLiabilities$7.9K
Money in vs. money out
Total income / additions$1.3M
Total expenses$322K
Benefits paid / distributions$286.2K
Contributions
Employer$336.5K
Participant$214.1K
Full reported line items
Total assets (EOY)
$6,253,550
Total liabilities (EOY)
$7,891
Net assets (EOY)
$6,245,659
Employer contributions
$336,527
Participant contributions
$214,125
Total income / additions
$1,311,421
Benefits paid
$286,163
Administrative expenses
$35,843
Total expenses
$322,006
Net increase / (decrease)
$989,415

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414100425NAL0002940400001 cover?
It is the 2023 Form 5500 filing for The Centers For Habilitation 403(B) Plan, reported by The Centers For Habilitation (EIN 86-0217033).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages