Council For Advancement & Support Of Education Tax Dreferred Annuity Plan — Form 5500 plan (Council For Advancement & Support Of Education)
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, Council For Advancement & Support Of Education Tax Dreferred Annuity Plan is a benefit plan reported by Council For Advancement & Support Of Education under EIN 52-1012307 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $20,113,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Council For Advancement & Support Of Education
- EIN
- 52-1012307
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $20,113,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241015162944NAL0058717714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,113,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,113,259
- Net assets (BOY)
- $18,563,008
Income & contributions
- Employer contributions
- $1,079,034
- Participant contributions
- $667,494
- Total contributions
- $1,874,265
- Total income / additions
- $4,536,710
Expenses & distributions
- Benefits paid
- $2,962,972
- Administrative expenses
- $23,487
- Total expenses
- $2,986,459
- Net increase / (decrease)
- $1,550,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Advisor | NONE | $14,113 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc | NONE | $7,700 | $0 | 2023 |