What is the most recent Form 5500 filing year for Certified Financial Planner Board Of Standards 401(K) Plan?

The latest Form 5500 filing year loaded for Certified Financial Planner Board Of Standards 401(K) Plan is 2023.

How many participants does Certified Financial Planner Board Of Standards 401(K) Plan report?

Certified Financial Planner Board Of Standards 401(K) Plan reports 152 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Certified Financial Planner Board Of Standards 401(K) Plan?

Certified Financial Planner Board Of Standards 401(K) Plan reports $17,738,360 in end-of-year plan assets in its latest loaded Form 5500 filing.

Certified Financial Planner Board Of Standards 401(K) Plan — Form 5500 plan (Certified Financial Planner Board Of Standards Center For Financial Pl)

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, Certified Financial Planner Board Of Standards 401(K) Plan is a benefit plan reported by Certified Financial Planner Board Of Standards Center For Financial Pl under EIN 74-2385850 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $17,738,360 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.7MPlan net assets, end of year$17,738,360

Participants152Covered participants reported

Assets / participant$116.7KComputed: assets ÷ participants$116,700 (computed)

Provider compensation$1751 Schedule C provider row(s)

Plan sponsor: Certified Financial Planner Board Of Standards Center For Financial Pl
EIN: 74-2385850
Plan number: 001
Plan type: 2
Location: Washington, DC
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.

2023
152 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)$17.7M total assets

Net assets$17.7MLiabilities$0

Money in vs. money out

Total income / additions$5.1M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$835.4K

Participant$1.2M

Full reported line items

Net assets

Total assets (EOY): $17,738,360
Total liabilities (EOY): $0
Net assets (EOY): $17,738,360
Net assets (BOY): $14,403,181

Income & contributions

Employer contributions: $835,390
Participant contributions: $1,244,984
Total contributions: $2,157,685
Total income / additions: $5,056,506

Expenses & distributions

Benefits paid: $1,721,152
Administrative expenses: $175
Total expenses: $1,721,327
Net increase / (decrease): $3,335,179

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)

40%60%

Employer 40%Participant 60%

Total expenses ÷ net assets10%Computed ratio

Benefits paid ÷ total income34%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
Fidelity Investments Institutional$175
RECORDKEEPER · Direct $175 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Certified Financial Planner Board Of Standards 401(K) Plan?: Certified Financial Planner Board Of Standards 401(K) Plan is reported as sponsored by Certified Financial Planner Board Of Standards Center For Financial Pl (EIN 74-2385850, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Certified Financial Planner Board Of Standards 401(K) Plan?: The latest Form 5500 filing year loaded for Certified Financial Planner Board Of Standards 401(K) Plan is 2023.
How many participants does Certified Financial Planner Board Of Standards 401(K) Plan report?: Certified Financial Planner Board Of Standards 401(K) Plan reports 152 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Certified Financial Planner Board Of Standards 401(K) Plan?: Certified Financial Planner Board Of Standards 401(K) Plan reports $17,738,360 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.