Chesapeake Bay Foundation, Inc. 403(B) Plan — Form 5500 plan (Chesapeake Bay Foundation, 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, Chesapeake Bay Foundation, Inc. 403(B) Plan is a benefit plan reported by Chesapeake Bay Foundation, Inc. under EIN 52-6065757 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $35,406,083 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chesapeake Bay Foundation, Inc.
EIN
52-6065757
Plan number
001
Plan type
2
Location
Annapolis, MD
Latest filing year
2023
Participants
293
End-of-year plan assets
$35,406,083

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023293H, C20241013152413NAL0049566962001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,406,083
Total liabilities (EOY)
$0
Net assets (EOY)
$35,406,083
Net assets (BOY)
$31,812,056

Income & contributions

Employer contributions
$556,285
Participant contributions
$1,092,225
Total contributions
$2,139,696
Total income / additions
$7,604,646

Expenses & distributions

Benefits paid
$3,957,132
Administrative expenses
$53,487
Total expenses
$4,010,619
Net increase / (decrease)
$3,594,027

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaCONTRACT ADMINISTRATOR$41,262$02023
Cornerstone Advisors Asset Mgmt.INVESTMENT ADVISORY$10,000not reported in the loaded dataset2023

Related Form 5500 pages