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, Chan Zuckerberg Initiative, LLC Retirement Plan is a benefit plan reported by Chan Zuckerberg Initiative, LLC under EIN 81-0903867 and plan number 001. The latest loaded filing year is 2023. The filing reports 814 participants and $129,287,408 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,287,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,287,408
- Net assets (BOY)
- $87,999,335
Income & contributions
- Employer contributions
- $12,539,662
- Participant contributions
- $13,784,558
- Total contributions
- $27,999,278
- Total income / additions
- $47,758,254
Expenses & distributions
- Benefits paid
- $6,464,708
- Administrative expenses
- $5,304
- Total expenses
- $6,470,181
- Net increase / (decrease)
- $41,288,073