Counseling Connection, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Counseling Connection, Inc. (EIN 36-3300648) is a plan sponsor located in Libertyville, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3300648
Location
Libertyville, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,129,796
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,129,796

Contributions & income

Participant contributions
$521,799
Total income / additions
$1,595,742

Expenses & distributions

Benefits paid / distributions
$422,853
Total expenses
$473,706
Net increase / (decrease)
$1,122,036

Coverage

Total reported participants
498
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Counseling Connection, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Counseling Connection, Inc. 401(K) Savings Plan001278$6,129,7962023
Counseling Connection, Inc.501220not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Counseling Connection, Inc.
YearPlanParticipantsSchedulesFiling
2023Counseling Connection, Inc.22020240422091506NAL0006916147001
2023Counseling Connection, Inc. 401(K) Savings Plan278H, C20241014095451NAL0025865617001

Related Form 5500 pages