College Success Foundation 403(B) Dc Plan — Form 5500 plan (College Success Foundation)
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, College Success Foundation 403(B) Dc Plan is a benefit plan reported by College Success Foundation under EIN 91-2036088 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $14,140,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- College Success Foundation
- EIN
- 91-2036088
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $14,140,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241015180640NAL0015220979005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,140,143
- Net assets (EOY)
- $14,140,143
- Net assets (BOY)
- $11,770,866
Income & contributions
- Employer contributions
- $493,884
- Participant contributions
- $721,807
- Total contributions
- $1,217,472
- Total income / additions
- $3,130,549
Expenses & distributions
- Benefits paid
- $723,565
- Administrative expenses
- $37,707
- Total expenses
- $761,272
- Net increase / (decrease)
- $2,369,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $20,837 | $0 | 2023 |
| Gallagher Fiduciary Services LLC | NONE | $20,401 | not reported in the loaded dataset | 2023 |