2023 Form 5500 filing — Central California Child Dev. Serv. Inc. Retirement Savings 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 20240730134411NAL0020796529001) for Central California Child Dev. Serv. Inc. Retirement Savings Plan, reported by Central California Child Dev. Services, Inc. under EIN 68-0025437 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730134411NAL0020796529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central California Child Dev. Services, Inc.
- EIN
- 68-0025437
- Plan number
- 001
- Location
- Ceres, CA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,915,991
- Net assets (EOY)
- $9,915,991
- Employer contributions
- $430,092
- Participant contributions
- $588,531
- Total income / additions
- $2,114,173
- Benefits paid
- $293,922
- Administrative expenses
- $50,421
- Total expenses
- $344,343
- Net increase / (decrease)
- $1,769,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency Inc. | INVESTMENT ADVISORY | $26,472 | $0 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $23,122 | $0 |
| Osborne & Associates, Inc. | RECORDKEEPER | $1,650 | $374 |