The Center 401(K) Plan — Form 5500 plan (The Center)
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, The Center 401(K) Plan is a benefit plan reported by The Center under EIN 93-1261079 and plan number 005. The latest loaded filing year is 2023. The filing reports 413 participants and $43,595,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Center
- EIN
- 93-1261079
- Plan number
- 005
- Plan type
- 3
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 413
- End-of-year plan assets
- $43,595,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20241002113911NAL0008207697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,595,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,595,415
- Net assets (BOY)
- $35,502,023
Income & contributions
- Employer contributions
- $1,273,584
- Participant contributions
- $1,856,109
- Total contributions
- $4,038,589
- Total income / additions
- $10,432,809
Expenses & distributions
- Benefits paid
- $2,197,798
- Administrative expenses
- $106,325
- Total expenses
- $2,339,417
- Net increase / (decrease)
- $8,093,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Human Investing | ADVISOR | $65,809 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $40,516 | $0 | 2023 |