Plan5500

Clf Retirement Plan — Form 5500 plan (Conservation Law Foundation, Inc.)

Plain-English plan 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, Clf Retirement Plan is a benefit plan reported by Conservation Law Foundation, Inc. under EIN 04-6149986 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $14,353,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conservation Law Foundation, Inc.
EIN
04-6149986
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
205
End-of-year plan assets
$14,353,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241007104507NAL0008798579002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,353,907
Net assets (EOY)
$14,353,907
Net assets (BOY)
$12,415,345

Income & contributions

Employer contributions
$417,580
Participant contributions
$1,151,741
Total contributions
$1,642,059
Total income / additions
$4,007,610

Expenses & distributions

Benefits paid
$2,026,705
Administrative expenses
$42,343
Total expenses
$2,069,048
Net increase / (decrease)
$1,938,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rpw Solutions LLCTPA/ADVISOR$17,241$02023
NationwideRECORD KEEPER$13,026$02023
Global Retirement Partners LLCADVISOR$11,590$02023
FidelityRECORD KEEPER$495$02023

Related Form 5500 pages