Plan5500

East Coast Migrant Head Start Project Retirement Savings Plan — Form 5500 plan (East Coast Migrant Head Start Project)

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, East Coast Migrant Head Start Project Retirement Savings Plan is a benefit plan reported by East Coast Migrant Head Start Project under EIN 52-1020023 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,243 participants and $34,177,446 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$34.2MPlan net assets, end of year$34,177,446
Participants1.2KCovered participants reported1,243
Assets / participant$27.5KComputed: assets ÷ participants$27,496 (computed)
Provider compensation$35.4K2 Schedule C provider row(s)$35,386
Plan sponsor
East Coast Migrant Head Start Project
EIN
52-1020023
Plan number
001
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,243 participants · 2Sch HSch C
    View filing →
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)$34.2M total assets
Net assets$34.2MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$2.8M
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$34,177,446
Total liabilities (EOY)
$0
Net assets (EOY)
$34,177,446
Net assets (BOY)
$29,632,747

Income & contributions

Employer contributions
$2,810,098
Participant contributions
$2,042,762
Total contributions
$4,973,077
Total income / additions
$8,530,556

Expenses & distributions

Benefits paid
$3,918,141
Administrative expenses
$35,286
Total expenses
$3,985,857
Net increase / (decrease)
$4,544,699
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.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lincoln National Corporation$27.9K
    SERVICE PROVIDER · Direct $27.9K · Indirect $0
  2. 2
    Cap Financial Partners, LLC$7.5K
    INVESTMENT ADVISORY · Direct $7.5K

What to inspect next

Frequently asked questions

Who sponsors the East Coast Migrant Head Start Project Retirement Savings Plan?
East Coast Migrant Head Start Project Retirement Savings Plan is reported as sponsored by East Coast Migrant Head Start Project (EIN 52-1020023, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for East Coast Migrant Head Start Project Retirement Savings Plan?
The latest Form 5500 filing year loaded for East Coast Migrant Head Start Project Retirement Savings Plan is 2023.
How many participants does East Coast Migrant Head Start Project Retirement Savings Plan report?
East Coast Migrant Head Start Project Retirement Savings Plan reports 1,243 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for East Coast Migrant Head Start Project Retirement Savings Plan?
East Coast Migrant Head Start Project Retirement Savings Plan reports $34,177,446 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages