The Change Company Cdfi LLC 401(K) Plan — Form 5500 plan (The Change Company Cdfi LLC)
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, The Change Company Cdfi LLC 401(K) Plan is a benefit plan reported by The Change Company Cdfi LLC under EIN 20-1938893 and plan number 001. The latest loaded filing year is 2023. The filing reports 794 participants and $29,398,301 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.4MPlan net assets, end of year$29,398,301
Participants794Covered participants reported
Assets / participant$37KComputed: assets ÷ participants$37,026 (computed)
Provider compensation$59.3K1 Schedule C provider row(s)$59,268
- Plan sponsor
- The Change Company Cdfi LLC
- EIN
- 20-1938893
- Plan number
- 001
- Plan type
- 2
- Location
- Anaheim, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20241011101819NAL0043930626001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.4M total assets
Net assets$29.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,398,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,398,301
- Net assets (BOY)
- $26,608,505
Income & contributions
- Employer contributions
- $1,076,447
- Participant contributions
- $3,729,878
- Total contributions
- $5,980,286
- Total income / additions
- $10,113,696
Expenses & distributions
- Benefits paid
- $7,242,503
- Administrative expenses
- $59,268
- Total expenses
- $7,323,900
- Net increase / (decrease)
- $2,789,796
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income72%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,268 | $0 | 2023 |