2023 Form 5500 filing — Child Care Resource And Referral, Inc. Matched Savings Retirement 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 20240912102050NAL0008388545001) for Child Care Resource And Referral, Inc. Matched Savings Retirement Plan, reported by Child Care Resource & Referral, Inc. under EIN 41-0987753 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912102050NAL0008388545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Child Care Resource & Referral, Inc.
- EIN
- 41-0987753
- Plan number
- 002
- Location
- Rochester, MN
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,288,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,288,822
- Employer contributions
- $336,886
- Participant contributions
- $345,200
- Total income / additions
- $1,670,621
- Benefits paid
- $315,949
- Administrative expenses
- $49,199
- Total expenses
- $365,148
- Net increase / (decrease)
- $1,305,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | FUND COMPANY HOLDING ASS | $39,804 | $950 |
| Park Avenue Securities | INVESTMENT PROFESSIONAL | $0 | $13,566 |
| Tsc, Inc. | TPA | $9,396 | $0 |