2023 Form 5500 filing — Serving Children And Adults In Need, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523084110NAL0004957793001) for Serving Children And Adults In Need, Inc. 401(K) Plan, reported by Serving Children And Adults In Need, Inc. under EIN 74-2245935 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240523084110NAL0004957793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Serving Children And Adults In Need, Inc.
- EIN
- 74-2245935
- Plan number
- 001
- Location
- Laredo, TX
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,786,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,786,766
- Employer contributions
- $304,016
- Participant contributions
- $236,132
- Total income / additions
- $1,285,832
- Benefits paid
- $222,282
- Administrative expenses
- $54,398
- Total expenses
- $276,680
- Net increase / (decrease)
- $1,009,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services, LLC | NONE | $24,957 | not reported in the loaded dataset |
| Cresta Advisors | NONE | $20,469 | not reported in the loaded dataset |