2023 Form 5500 filing — Community Concepts, Inc. Tax Deferred Annuity 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 20240725083328NAL0014171729001) for Community Concepts, Inc. Tax Deferred Annuity Plan, reported by Community Concepts, Inc. under EIN 01-0424969 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725083328NAL0014171729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Concepts, Inc.
- EIN
- 01-0424969
- Plan number
- 001
- Location
- Lewiston, ME
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,587,651
- Net assets (EOY)
- $10,587,651
- Employer contributions
- $431,153
- Participant contributions
- $508,293
- Total income / additions
- $2,642,262
- Benefits paid
- $2,029,231
- Administrative expenses
- $86,799
- Total expenses
- $2,116,030
- Net increase / (decrease)
- $526,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMIN | $86,880 | $0 |
| Healey And Associates, Inc | INVESTMENT ADVISORY | $0 | $50,241 |
| Voya | SERVICE PROVIDER | $0 | $0 |