2023 Form 5500 filing — Child & Family Services, 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 20240827150116NAL0006169075001) for Child & Family Services, Inc. 401(K) Plan, reported by Child & Family Services, Inc. under EIN 04-2104754 and plan number 002. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827150116NAL0006169075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child & Family Services, Inc.
- EIN
- 04-2104754
- Plan number
- 002
- Location
- New Bedford, MA
- Participants
- 660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,619,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,619,102
- Employer contributions
- $674,300
- Participant contributions
- $1,367,708
- Total income / additions
- $4,474,936
- Benefits paid
- $1,723,763
- Administrative expenses
- $110,086
- Total expenses
- $1,835,514
- Net increase / (decrease)
- $2,639,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $50,487 | $0 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $30,690 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,909 | not reported in the loaded dataset |