Center For Employment Opportunities Tax Sheltered Annuity Plan — Form 5500 plan (Center For Employment Opportunities)
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, Center For Employment Opportunities Tax Sheltered Annuity Plan is a benefit plan reported by Center For Employment Opportunities under EIN 13-3843322 and plan number 002. The latest loaded filing year is 2023. The filing reports 989 participants and $12,643,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Center For Employment Opportunities
- EIN
- 13-3843322
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 989
- End-of-year plan assets
- $12,643,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 989 | H, C | 20241008143141NAL0028941904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,643,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,643,849
- Net assets (BOY)
- $10,473,381
Income & contributions
- Employer contributions
- $589,490
- Participant contributions
- $1,370,403
- Total contributions
- $2,039,561
- Total income / additions
- $3,287,620
Expenses & distributions
- Benefits paid
- $1,105,024
- Administrative expenses
- $12,128
- Total expenses
- $1,117,152
- Net increase / (decrease)
- $2,170,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,128 | $0 | 2023 |
| Rockefeller Capital Management | OTHER SERVICES | $0 | $9,578 | 2023 |