2023 Form 5500 filing — Resources For The Future, Inc. 403(B) 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 20250731142732NAL0010714210001) for Resources For The Future, Inc. 403(B) Retirement Plan, reported by Resources For The Future, Inc. under EIN 53-0220900 and plan number 002. It reports 177 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)$19.5MReported net assets$19,495,938
Participants177
Provider compensation$6.2K1 Schedule C row(s)$6,199
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250731142732NAL0010714210001
Plan sponsor
Resources For The Future, Inc.
EIN
53-0220900
Plan number
002
Location
Washington, DC
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)$19.5M total assets
Net assets$19.5MLiabilities$1.1K
Money in vs. money out
Total income / additions$4.7M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
EmployerNot reported
Participant$706.6K
Full reported line items
Total assets (EOY)
$19,496,989
Total liabilities (EOY)
$1,051
Net assets (EOY)
$19,495,938
Participant contributions
$706,584
Total income / additions
$4,655,974
Benefits paid
$2,701,890
Administrative expenses
$6,199
Total expenses
$2,726,295
Net increase / (decrease)
$1,929,679
Schedule C

Reported service provider compensation

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

  1. 1
    N/A · Direct $6.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250731142732NAL0010714210001 cover?
It is the 2023 Form 5500 filing for Resources For The Future, Inc. 403(B) Retirement Plan, reported by Resources For The Future, Inc. (EIN 53-0220900).
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