The Chautauqua Center Inc. 403(B) Retirement Plan — Form 5500 plan (The Chautauqua Center 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, The Chautauqua Center Inc. 403(B) Retirement Plan is a benefit plan reported by The Chautauqua Center Inc. under EIN 27-3512018 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $4,081,833 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.1MPlan net assets, end of year$4,081,833
Participants232Covered participants reported
Assets / participant$17.6KComputed: assets ÷ participants$17,594 (computed)
Provider compensation$39.5K2 Schedule C provider row(s)$39,528
- Plan sponsor
- The Chautauqua Center Inc.
- EIN
- 27-3512018
- Plan number
- 001
- Plan type
- 2
- Location
- Dunkirk, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241002161014NAL0015570944001 |
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,081,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,081,833
- Net assets (BOY)
- $2,676,777
Income & contributions
- Employer contributions
- $206,440
- Participant contributions
- $913,542
- Total contributions
- $1,228,552
- Total income / additions
- $1,750,154
Expenses & distributions
- Benefits paid
- $304,555
- Administrative expenses
- $40,543
- Total expenses
- $345,098
- Net increase / (decrease)
- $1,405,056
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.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Administrative Srvcs | CONTRACT ADMINISTRATOR | $26,453 | $0 | 2023 |
| Equitable Advisors, LLC | NONE | $13,075 | $0 | 2023 |