2023 Form 5500 filing — Citizens Disability 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 20240919125052NAL0002352403001) for Citizens Disability 401(K) Plan, reported by Citizens Disability, LLC under EIN 27-2970935 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919125052NAL0002352403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Disability, LLC
- EIN
- 27-2970935
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,215,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,215,965
- Employer contributions
- $0
- Participant contributions
- $592,290
- Total income / additions
- $1,261,088
- Benefits paid
- $91,593
- Administrative expenses
- $52,402
- Total expenses
- $143,995
- Net increase / (decrease)
- $1,117,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,567 | $0 |
| Commonwealth Equity Services | INVESTMENT ADVISOR | $17,495 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | CONTRACT ADMIN | $2,075 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $662 | not reported in the loaded dataset |