Chinatown Cdc 403(B) Plan — Form 5500 plan (Chinatown Community Development 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, Chinatown Cdc 403(B) Plan is a benefit plan reported by Chinatown Community Development Center under EIN 94-2514053 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $15,596,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chinatown Community Development Center
- EIN
- 94-2514053
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $15,596,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20240731113814NAL0033847264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,596,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,596,549
- Net assets (BOY)
- $11,959,829
Income & contributions
- Employer contributions
- $344,310
- Participant contributions
- $1,202,644
- Total contributions
- $1,752,863
- Total income / additions
- $3,901,902
Expenses & distributions
- Benefits paid
- $179,747
- Administrative expenses
- $85,435
- Total expenses
- $265,182
- Net increase / (decrease)
- $3,636,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Financial Services | RECORDKEEPER | $49,126 | $258 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $35,112 | not reported in the loaded dataset | 2023 |
| Nesa Plan Consultants | CONSULTANT | $1,225 | $6,783 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chinatown Community Development Center
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Nationwide Financial Services — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Nesa Plan Consultants — Schedule C compensation